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Gerber Financial Advisors

KYLE D. MCGRATH

Advisor

IF PLANNING IS THE NAME OF THE GAME, THEN KYLE IS THE ALL-STAR WORKING DILIGENTLY TO FIND SOLUTIONS THAT HELP ENRICH THE LIVES OF OUR BUSINESS OWNER CLIENTS, THEIR FAMILIES, AND THEIR TEAMS  

Having grown up in an entrepreneurial household, connecting with the mindset of our business owner clients comes natural for Kyle. Each day he works to compile and analyze meeting materials for our clients, tackling everything from estate planning and insurance needs to personal and business liabilities and risk management.

After interning at The Arlington Group as an undergrad, Kyle began his search for a small firm that would allow him to help make an impact on client‘s lives, outside of investment dollars. Setting out to take a seat at a firm that valued their clients and the customized advice they provided, joining the Gerber team made perfect sense.

Originally from Cincinnati, Ohio, Kyle made his way to Columbus for schooling, and decided after graduation to make Columbus home.

Kyle holds a Bachelor’s degree in Finance from the Ohio State University Fisher College of Business. He is a Series 7 and 66 licensed representative, an active member of Gerber, LLC Investment Committee, holds an Ohio Life and Health Insurance license, and is dedicated to furthering his financial knowledge through coursework and certificate training.

Residing in Victorian Village area, you can usually find Kyle staying active, making his way to the gym, or working to improve his tennis and golf skills. If he’s not working on his golf game, Kyle is spending time with friends. Whether soaking up rays on the porch with his roommates and neighbors, attending concerts, enjoying a ball game, or even a good happy hour, you can always find Kyle around town with a few friends nearby.
 
Kyle McGrath is a registered representative with Raymond James Financial Services. Check the background of our business on FINRA'S BROKERCHECK.


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