What does money mean to you? Where do you want to be in 5, 10, 25, or even 50 years? How does your money help you get there? Helping to answer these questions is what gets Kyle out of bed in the morning.
Kyle Dunham is a Financial Advisor who joined Raymond James in 2018 to provide individuals and families with the guidance necessary to accomplish their goals. Kyle knows that life can be messy. Volition Advisory strives to bring simplicity and clarity to your busy life and all of its complicated financial details by applying our wisdom, experience, proven Client Experience Process, and rigorous Investment Process. Accomplishing these goals is never easy, but it is the bedrock for living your best life.
Kyle is a graduate of Baylor University with degrees in Philosophy and Religion. Kyle met his wife, Sarah, while studying abroad together in St. Andrews, Scotland. Kyle worked as an Associate Financial Services Professional at Charles Schwab in Denver, Colorado while Sarah completed her Master’s degree in Public Health. They now live in North Richland Hills, Texas. Kyle and Sarah welcomed their son, Theodore, to the world in June of 2020. They used to enjoy snowboarding, camping, and the travel that comes with both; now they enjoy spending time with family and the latest streaming shows in between changing diapers, reading books, and chasing Theo around the house!
While Philosophy and Religion may sound like an odd combination of undergraduate degrees for a financial advisor, however the foundation of listening, understanding, and empathizing are critical to answering life’s big questions.
Kyle holds a Series 7 license, a Series 66 license, and the Accredited Asset Management Specialist® (AAMS®) and Certified Financial Planner® (CFP®) designations.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.