Kyle Morrissey, CFP®
Advisor
Kyle is an Advisor at Potomac Financial where he works closely with our team of seasoned financial advisors to provide comprehensive planning in the areas of personal financial planning, asset allocation strategies, risk management, retirement planning, and estate planning strategies.
Kyle became a proud member of the Potomac Financial team upon his 2017 graduation from Virginia Tech, where he earned his Bachelor of Science in Finance and completed the CFP® Certification Education Track. Kyle was drawn to this profession because of his strong passion for helping people. He believes that no financial decision is worth overlooking and finds comfort in educating and empowering others to improve their financial wellbeing.
Kyle works closely with clients to help develop, implement, monitor, and reassess their plan to align with the individual’s financial goals and objectives. Additionally, he’s worked with small business owners on monitoring and implementing retirement plans and addressing other business needs. Kyle holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the FINRA Registrations Series 7 and Series 66 (through Commonwealth Financial Network®), as well as Life and Health Insurance licenses.
In his free time, Kyle enjoys golfing, traveling, and hanging out with friends, family, and dog, Ryder. In 2022, Kyle and his girlfriend Caroline moved to the Three-Chopt area of Richmond, VA. He’s enjoyed getting to explore a new area of VA while maintaining his connections in Northern VA.
