Kyle Kay
Co-Owner at Sterling Wealth Management, LLC | Ocala, Florida, United States
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Kyle Kay, Co-Owner of Sterling Wealth Management, LLC, brings a wealth of expertise and a deep-rooted commitment to serving the financial needs of individuals transitioning into retirement. With a rich background in Business and Economics from LaGrange College, Kyle has honed his skills in estate planning, Medicare Advantage, and retirement income strategies, making him a trusted advisor for clients navigating the complexities of Medicare and Social Security.
At Sterling Wealth Management, Kyle leads key projects focused on enhancing client education and engagement, utilizing innovative approaches such as social media marketing and YouTube content to demystify financial planning. His dedication to community relations is evident in his active participation in local events and workshops, where he shares insights on investment management and portfolio diversification.
Kyle’s expertise extends beyond individual client services; he is also instrumental in new business development initiatives that aim to expand Sterling Wealth Management’s reach and impact within the community. His proficiency in corporate finance and energy sectors allows him to provide comprehensive financial solutions tailored to the unique needs of each client. As a fifth-generation native Floridian, Kyle’s local knowledge and commitment to his community further enhance his ability to connect with clients on a personal level, ensuring they feel supported and informed as they approach retirement. Through his leadership at Sterling Wealth Management, Kyle Kay exemplifies a blend of professional insight and genuine care, making him a vital resource for those seeking financial security in their golden years.
Co-Owner at Sterling Wealth Management, LLC in March 2019 to Present
Co-Owner at Assurity Retirement Solutions, LLC in September 2012 to March 2019
Councilman at Ocala City Council in January 2001 to January 2009
CFO | COO at Ocala National Bank in January 1991 to January 2009
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Investment Strategies
Estate Planning
Medicare Advantage
Medicare Part D
Life Insurance
Financial Planning
Investments
Fixed-Income Investing
Business Planning
Business Strategy
Business Management
New Business Development
Financial Analysis
Financial Modeling
Corporate Finance
Insurance
Term Life Insurance
Whole Life
Universal Life
Direct Sales
Sales Process
Public Speaking
Conference Speaking
Economics
Annuities
Energy
Personal Development
Christianity
Biblical Studies
Community Relations
Political Philosophy
Political Science
Apple Macintosh
Microsoft Office
Website Development
Merchant Services
Financial Reporting
Writing
English
web
Web Analytics
Web Services
Social Media
Social Media Marketing
Social Media Measurement
YouTube
Direct Marketing
Sales Management
Sales Operations
Sales Presentations
Presentations
Project Planning
Fundraising
Fixed Annuities
Leadership
Portfolio Management
Management
Mergers & Acquisitions
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Discover more about Sterling Wealth Management, LLCWhat is Kyle Kay email address?
Email Kyle Kay at [email protected] and [email protected]. This email is the most updated Kyle Kay email found in 2026.
What is Kyle Kay phone number?
Kyle Kay phone number is +13524276314 and +18185545025.
How to contact Kyle Kay?
To contact Kyle Kay send an email to [email protected] or [email protected]. If you want to call Kyle Kay try calling on +13524276314 and +18185545025.
What company does Kyle Kay work for?
Kyle Kay works for Sterling Wealth Management, LLC
What is Kyle Kay's role at Sterling Wealth Management, LLC?
Kyle Kay is Co-Owner
What industry does Kyle Kay work in?
Kyle Kay works in the Financial Services industry.
Kyle Kay Email Addresses
Kyle Kay Phone Numbers
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