Khyle A. Duncan graduated from the University of Hartford in 2016 with a degree in Finance and Economics. Khyle started his professional career as a financial analyst before transitioning to financial services in 2019. Khyle has enjoyed learning various financial modeling techniques in his previous career as an analyst. This has helped him in his current career as he tries to use math and logic to guide his clients while assisting with their financial planning. He wants the numbers to make sense for his clients whether that is identifying a target savings rate, a minimum rate of return needed to accomplish their goals or helping them stay within their budget.

Khyle hopes to make an impact on others and provide them with the tools needed to create and maintain generational wealth. He is a great listener, an effective communicator, and a quick learner. His passion and conviction around financial planning gives him the drive he needs to help his clients accomplish their goals and objectives. Khyle strives to help his clients lessen their financial stress and to bridge the gap between financial dreams and reality.

When not helping his clients reach their financial goals, you can catch Khyle on the basketball court, trying new restaurants or spending time with friends and family.

Licenses

Series 7

Series 63

Life

Accident

Health

Education

University of Hartford- Bachelor of Science Finance & Economics