Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 Lynch 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
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.