Meet Kyle
Kyle is a Sr. Wealth Advisor based in Atlanta, Georgia. Prior to joining Mercer Advisors in 2024, he was a Principal and Sr. Client Advisor at Bessemer Trust in both Atlanta and Chicago. Kyle has advised individuals, families, and institutions since 2004. He earned a BBA in finance from the University of Georgia and a MBA from Duke University. He is a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER® professional, and Certified Trust and Fiduciary Advisor.
Kyle’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Kyle has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Family businesses navigating succession, liquidity, and legacy goals
His working style
Kyle provides direct and thorough advice that enables his clients to make informed and confident decisions. He prides himself on serving as a trusted advisor and thoughtful partner to his client families.
Kyle in real life
What keeps you busy outside of work?
I stay busy with my two dogs, exercise, and golf.
Any words you try to live by?
Do the work!
What’s one thing you are surprisingly good at?
I’m good at cooking.
Meet Kyle’s Teammates
Luana Puglisi
Manager, Client Service
What Kyle Says
Luana is a dependable and trusted partner. When it comes to delivering and executing for clients, she makes everything happen. Her dedication to serving clients is unmatched.
Cameron Holt
Financial Planner
What Kyle Says
Cameron and I work together to articulate complex ideas and strategies to clients so that they can understand the bigger picture. She helps craft advice that clients can use to make more confident decisions and achieve their goals.
Adam Lee
Sr. Vice President
What Kyle Says
There is no one better than Adam at identifying new client opportunities and introducing them to our capabilities. When a new client joins Mercer Advisors, Adam is there every step of the way to help support the process and ensure that it moves forward in a timely and organized manner.
Christopher Blackmon
Managing Partner
What Kyle Says
Chris has incredible institutional knowledge of Mercer Advisors, which makes him a tremendous resource when it comes to serving the best interests of clients. When a client needs something, he is always available to lend his support.
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