KAILA IBURA

push-top

Profile

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.

    Additional Resources

    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.

    Andrew Stamper

    Andrew Stamper

    Trust Specialist

    Corey Friedrich

    Corey Friedrich

    Wealth Management Banking Specialist

    Paul P Salloum

    Paul P Salloum

    Wealth Management Lending Officer NMLS # 533745

    Where do we begin? It starts with you.

    At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    Thoughtful Guidance, Excellent Service

    Kaila Ibura leads a united team full of passion and shared vision of helping clients understand their financial picture and how to pursue the outcomes they desire. For more than a decade, we have provided thoughtful guidance and caring service to our diverse clientele, including entrepreneurs, corporate executives, business owners, corporations and community leaders. Collectively, we strive to create an atmosphere where clients feel understood and in return our relationships span over two to three generations in a family. While working with you, we seek to understand your financial situation, your investment objectives and your goals and aspirations. We are dedicated to learning everything so we can give you the customized service and value you deserve. As a team, our mission is to help you pursue the things that matter most to you.

    A Steady, Controlled Approach to Investing

    Instead of chasing high returns, we seek to achieve steady performance over the long term. Our thoughtful advice is based on your financial situation and your goals for the future. Our style is to follow a controlled approach with the ability to monitor market trends without getting persuaded by them. We accomplish this by incorporating a strategic investment plan which includes wealth preservation and income and capital appreciation.

    Social Impact Investing

    We support clients who believe in socially conscious, impact investing-people who feel strongly that their investments should be consistent with their beliefs. We take the time to meet with you, listen to your preferences and not only discuss companies and institutions which may be reflective of your beliefs, but we can also help you eliminate firms currently in your portfolio whose practices may run counter to your position on "hot-button" issues that are meaningful to you. We can help you develop an impact investing strategy that is focused on helping you pursue your financial goals.

    Your Financial Strategy

    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.

    FAMILY
    FAMILY
    Taking care of your family and other people in your life
    • Trust & Estate Services2
    • Education Funding Strategies1
    • Insurance3
    HEALTH
    HEALTH
    Planning for healthcare expenses now and in the future
    • Long-term Care Insurance3
    • Health Savings Account2
    • Disability Insurance3
    HOME
    HOME
    Upsizing, downsizing, remodeling or buying a vacation home
    • Home Loans2
    • Home Equity Lines of Credit2
    • Securities-Based Lending2
    • Credit Cards2
    WORK
    WORK
    Working in retirement, selling or starting a business
    • Bank of America Business Banking2
    • Exchange Funds1
    • Concentrated Stock Management1
    • Succession Planning1
    LEISURE
    LEISURE
    Spending your free time in meaningful ways
    • Credit Cards2
    • Securities-Based Lending2
    • Structured Lending2
    GIVING
    GIVING
    Volunteering, mentoring others and giving to charities
    • Donor-Advised Funds2
    • Private Foundations2
    • Charitable Trusts2
    FINANCE
    FINANCE
    Using your finances to bring it all together
    • Merrill Lynch Investment Accounts1
    • Investment Advisory Accounts1
    • Alternative Investments1
    • Exchange-Traded Funds1
    • Mutual Funds1
    • Closed-end Funds1
    • Fixed Income Products1
    • Options1
    • Annuities3
    • Impact Portfolios1
    • Market-Linked Investments1
    • Securities-Based Lending2
    • Margin1
    • Home Loans2
    • Bank of America Checking and Savings Accounts2
    • Credit Cards2
    • Online Account Access1,2

    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.

    Staying on Track

    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.

    Regular reviews to help you stay on track
    Regular reviews to help you stay on track

    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.

      Monitoring changes in your life and to your goals
      Monitoring changes in your life and to your goals

      Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

      ML_Video_v2.jpg
      Access to what you need, when you need it

      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.

        Let’s Have a Conversation

        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.

        Why Merrill Lynch?

        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.


        Merrill_Capabilities_Brochure.png  

        We put you first, every day.
        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

        Personalized advice from a dedicated financial advisor.

        Getting to know you is our primary goal.

        A comprehensive approach, built around your life’s priorities.

        Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

        Adjusting your plan as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.