Kyle Poling began his career with Truist Wealth (previously BB&T Scott & Stringfellow) as a Portfolio Management Officer, where he worked to design individualized portfolios for clients and provide in-depth research and analysis to drive better client outcomes. Kyle graduated from Concord University with his Bachelor’s degree and received his Master of Accounting degree from Wake Forest University.
Kyle started Poling Wealth to provide data-driven portfolio management and financial planning services with a personal touch. As an independent investment advisor, Poling Wealth is able to provide the products and services that best fit clients’ needs. Kyle holds the Series 7, 63, 65, 31, and 86 licenses. In his spare time, Kyle enjoys spending time with his wife, Courtney, and daughter, Olivia, as well as target shooting and golfing.