Kyle P. Dunham,

AAMS®, CFP® Financial Advisor, CFP, AAMS

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 Dunham Wealth Management of Raymond James in 2018 to provide individuals and families with the guidance to help accomplish their goals. Kyle knows that Life Can Be Messy. Dunham Wealth Management strives to bring simplicity and clarity to your busy life and all of its complicated financial details by applying our wisdom, experience, time-tested 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 for two years while Sarah completed her Master’s degree in Public Health. They now live in North Richland Hills, Texas. Kyle and Sarah had their first baby, Theodore, 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, the foundation of Listening, Understanding, and Empathizing are critical to answering the big questions that every client needs to ask.

Kyle holds a Series 7 license, a Series 66 license, and the Accredited Asset Management Specialist® (AAMS®) and CERTIFIED FINANCIAL PLANNER (CFP®) designations. The AAMS® focuses on investment vehicles and strategies and how they work together to create a customized and sophisticated investment plan for diverse client needs; the CFP® goes deeper on those topics and adds additional focus in the disciplines of retirement and income planning, estate planning, and tax planning. This training gives Kyle the high level understanding of these topics to coordinate a holistic plan with all of the advisors you have in your life, including legal counsel and tax experts.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Raymond James and its advisors do not provide any tax advice.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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