Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Kaila Ibura's focus is truly understanding her clients’ purpose and intent for their wealth and matching them with strategies that will help them achieve those goals.
She has built her business to provide individuals and families a high level of service, professionalism and compassion that is compared to no other. Her commitment is, work ethic and compassion for her clients’ needs and desires shows up in her business daily. Kaila believes as a servant leader she is always going above and beyond, putting her clients first and handling them with the care they deserve. Because of this she has created an environment where her client relationships span two or three generations of a family. Kaila motivates, advise and guides women in business, high-net worth corporate executives and community organizations. Backed by the vast resources and investment insights of Merrill Lynch and the banking strength of Bank of America, she develops strategies and recommendations for the various scenarios clients may face. Kaila mission is to help clients identify their goals, need and wants and provide them with the financial tools to create and maintain the lifestyle they desire now and in retirement.
Kaila possesses the academic and professional credentials and training necessary to address and educate clients on a wide variety of wealth management strategies. She holds her Series 7 and 66 FINRA registrations.
Kaila and her husband, Ben Ibura, live in Rosedale Park with their four children.
Personalized advice, disciplined investing and ongoing review can make this a reality.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Wealth Management Lending Officer NMLS # 533745
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 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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.