Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Our team focuses on working with affluent individuals and families to address wealth management needs that extend beyond retirement income planning. We often assist these clients with financial strategies designed to preserve their wealth and pass it on to future generations, or to leave a charitable legacy. Gathering detailed financial and demographic information is critical to developing a successful goals-based investment approach. Our goal is to deliver customized service that surpasses client expectations. Every member of our experienced team strives to be easily accessible and readily responsive to client service requests.
Kayla joined Merrill in 2014, after graduating with a bachelor’s degree in finance from the University of St. Thomas in Minnesota. Kayla focuses on providing a holistic and customized wealth management approach. This method starts with discussing a client’s current and future goals, and assessing how the team’s capabilities could support them. Additionally, Kayla leads the team’s education program for 401(k) clients, through on-site and virtual seminars that are provided on a monthly basis.
Kayla prides herself on her ability to listen to and help clients verbalize their ideas about their financial situations, preferences and goals. She is an energetic problem solver who finds ways to address the needs of clients using the strengths of various resources of the firm. Kayla lives in Evanston and enjoys traveling and cooking. In her free time, she fosters animals with Wright-Way Rescue and serves on the Associates Board with The Cradle, an adoption agency for infants.
University of Saint Thomas
Learn about the MyMerrill Mobile App.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.