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Kyle Mushaweh, CFP®, MBA

Kyle Mushaweh, CFP®, MBA

Director of Financial Planning

Kyle has been with The Virtus Group since 2012.  He earned his bachelor's degree in Economics from the College of the Holy Cross and earned his MBA with a concentration in Finance from Providence College.  At The Virtus Group, Kyle is responsible for assisting in daily operations.  His responsibilities include preparing advisors for their meetings, creating Portfolio Review Tools, hypothetical statements, and other various client reports and presentations.  He maintains contact with clients and assists them in their navigation of Account View and WealthVision.     

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MS, OH, NC, NE, NH, NJ, NY, PA, RI, SC, TX, UT, VA, WI.

Contact

Tel: (401) 223-0500
Fax: (401) 223-0509
LPL: 1-800-877-7210

10 Memorial Blvd., Suite 903
Providence, RI 02903

mark@virtusgrp.com

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