Kyle S. Plotkin, IAR
Kyle S. Plotkin is an Associate Advisor/Investment Advisor Representative for Franklin Retirement Solutions. Kyle has worked his way through the ranks since joining the team as Client Services Manager back in 2012. Today, he spends the majority of his time working with clients to assess and manage their current portfolios as well as consider their ongoing and future needs as their lives and market conditions change over the course of time. Kyle’s big picture perspective and analytical abilities are an important asset, as he is responsible for managing several of Franklin Retirement’s investment portfolios in addition to his ongoing dialogues with both new and long-time clients.
Kyle holds a Series 65 securities license, as well as a life insurance license in the state of PA. He is a graduate of the University of Maryland where he double-majored in marketing and logistics. Kyle is also a news junkie, and constantly follows current events with special attention given to how the financial markets are affected on a day-to-day basis.
Kyle grew up in Warminster and currently resides in North Wales with his wife Andrea, stepson, and two cats. Kyle has been playing ice hockey since the age of three, and continues his involvement as a referee for both youth and adult leagues around the area. He enjoys an eclectic and unusual mix of musical genres, and spends his free time reading and debating his favorite topics including philosophy, psychology, and world religions.