Kyle Morgan

Financial Advisor

With more than 15 years of leading and coaching individuals and teams, Kyle has always had a heart for serving and helping people achieve their goals. He is highly personable with a passion for developing lasting relationships, which has lead to success in his roles as Financial Advisor and Coach for Planning Made Simple.

Prior to Insight Folios, Kyle has held several sales and marketing positions with some of the top names in beverage and hospitality throughout the United States. As a native North Carolinian and graduate of Mars Hill University, he is passionate about all things Southern.

Kyle is a lover of music, cooking, beverages, and travel, and is proud to call Charlotte home along with his wife and three children.