Greg Kite,

Senior Wealth Advisor

Polley Wealth Mangement

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Greg works as a financial professional in the following areas

Biblical Responsible Investing (BRI),Cash Management,Charitable Giving,Debt Management,Employer Benefit Plans,Financial Planning,Government and Military,Healthcare Planning,Insurance Planning,Investment Management,Legacy Planning,Life Planning,Long-Term Care,Retirement Planning,Social Security Planning

Clients rely on Greg for expertise in

Financial Advisor,Financial Planner,Insurance,Registered Investment Advisor

And he shall turn the heart of the fathers to the children, and the heart of the children to their fathers, – Malachi 4:6

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Meet Greg Kite

Helping clients since 2007

About Polley Wealth Mangement

In business since 2019

Greg Kite is a Senior Wealth Advisor with Polley Wealth Management. Prior to joining Polley Wealth Management, for over 13 years, Greg has worked in wealth management for Transamerica Financial Advisors and Innovation Partners. He was also a partner and co-founder of Global Asset Management Group.

As a Senior Wealth Advisor, Greg specializes in building and protecting, wealth. As a fiduciary, Greg is passionate about serving his clients' best interests. He is a proponent of financial literacy and enjoys helping people of all ages. This philosophy has remained unchanged through the years and that is to help others make what can be a complex financial planning process, straightforward and easy to understand. Greg is an avid learner and teacher, dedicated to helping his clients reach their financial goals, reduce their financial stress and help them find greater peace of mind for their financial futures.

In 1983, Greg was the 21st pick in the first round of the NBA Draft by the Boston Celtics. As a Celtic, he played in four consecutive NBA Finals and helped Boston win the 1984 and 1986 NBA World Championships. After the Celtics, Greg played for the Clippers, Hornets and Kings and from 1990-94 with our hometown Orlando Magic.

In 1996, with his wife Jenny’s inspiration and wisdom, they founded Pathways Private School and soon after, the schools’ non-profit organization, The Gift of Learning Foundation. The school serves over 200 children from age 3 through 12th grade at its south Orlando campus. Greg serves as an officer and board member at the school.

Greg was born and raised in Houston, Texas and graduated from Brigham Young University with a Bachelor of Science degree in Exercise Science. He is a member of The Church of Jesus Christ of Latter-Day Saints in Orlando, Florida, where he has served in volunteer ministry roles throughout his life. He and Jenny, an Orlando native, met at BYU and have lived in the Orlando area since 1983. Together they have been blessed to raise 10 children and now have 19 beautiful grandchildren!

Greg is Licensed in Arizona,Arkansas,Florida,Texas,Utah Greg has been an NACFC Member since 2021

To provide confidence in the financial future of every individual, and family, through sound financial planning and wealth management.

Polley Wealth Mangement 250 N ORANGE AVE STE 1116 ORLANDO, FL 32801-1806

Office Phone: (407) 337-1085 x 202 Direct: 407-432-6586

Number of Employees: 1-10 Financial Professionals: 1-10 Assets Managed: 1-100m

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