PKS Investment Advisors LLC is pleased to announce Kyle M. Banks has joined the firm as an Associate Advisor in our Salisbury, MD office. Kyle brings a strong skill set consisting of client service and communication, and trade recommendations and execution from his previous work experience at the Baltimore-based global financial services firm Morgan Stanley where he served as a Finance Director for the Securitized Product Group. Kyle is a 2013 graduate of Salisbury University with a Bachelor of Science degree in Finance.
As an Associate Advisor, Kyle will work closely with the Firm’s Financial Planners and Investment Advisors to develop investment policies, monitor clients’ asset allocations, rebalancing portfolios and recommending trades, monitoring cash balances for investment opportunities and assisting with the creation of financial plans. Additionally, he will assist with employer sponsored retirement plans including maintenance, working with new retirement plan enrollees and coordinating with plan sponsors.
Born and raised on the Eastern Shore, Kyle lives in Salisbury with his wife Bethany and son, Lucas.
Outside of work Kyle enjoys spending time with his friends, family and dog, Penny, watching the Washington Nationals and Capitals, and staying active playing tennis, golf and pickleball.