Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Kayla fully embraces Merrill's goal of unmatched service and personal client relationships. She mirrors this philosophy on a daily basis while prioritizing client service and satisfaction.
Kayla graduated from Texas A&M University with a BA in Accounting and a Masters in Accounting with a focus in business management. She started her professional CPA* career with Ernst and Young in Fort Worth. During her four years with Ernst & Young, she practiced in the areas of business, personal, and estate planning. Kayla was elevated to the level of Senior Tax Accountant.
In 2017, Kayla was offered an opportunity to serve as a Financial Advisor at Merrill Lynch Wealth Management. This opportunity allows her to combine her business, personal, and estate planning services with the overall wealth management services offered by the firm.
Kayla brings to clients diverse experience in estate and wealth planning services as well as her business management skills. She brings a fresh approach to the industry while working to build and maintain client relationships. Kayla has been active in various civic and professional organizations including Optimists International and the National Association of Professional Women.
Kayla and her husband, Matt, enjoy spending their time traveling, exercising, and reveling the company of their two beloved dogs. Kayla also enjoys painting as her creative outlet.|
Texas A&M University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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 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.