Shayla WorleyShayla Worley
Wealth Advisor

"Drawn from her successes as a world-class elite gymnast, Shayla has a commitment to excellence that touches all facets of her life and which she always applies to the work she does on behalf of clients"

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023

About Shayla

Shayla Worley is a Wealth Advisor with J.P. Morgan Wealth Management.

As a member of The Firstman, Horncastle, Cram, Worley Group, Shayla understands that clients with substantial assets face intricate challenges on both sides of the balance sheet. She is highly adept at helping address the broad complement of each client's wealth management goals, delivering tax-aware strategies that can assist in growing and protecting their legacy.

Shayla has been an integral member of the team since 2014, and brings a particular focus to the liability side, an element too often overlooked, guiding clients in the use of lending to facilitate cash flow and liquidity management. She navigates the firm's extensive credit platform to present a full range of borrowing objectives—from traditional mortgages and complex lines of credit to leveraging concentrated positions and luxury asset financing.

For business owners experiencing a transaction event, she is knowledgeable about 10b5-1 plans, hedging and monetization, ESOPs, gifting strategies that can help maximize lifetime exemptions, and structuring private positions into a vehicle designed to take advantage of valuation discounts.

At a young age, Shayla spent seven years on the USA National Gymnastics Team and represented the U.S. at many international competitions around the world. Her career highlights include being a member of the 2007 USA World Champion team, which made history as the first American women's gymnastics team to win gold on foreign soil. An elite gymnast, she also competed at the 2008 Olympic Trials and was named to the 2008 Olympic Training Squad.

Shayla is a member of the UGA Gymnastics Hall of Fame. She lends ongoing support to the gymnastics community and often spends weekends participating in training camps as a celebrity coach and specialized clinician.

Shayla attended the University of Georgia on a full athletic scholarship. She earned a B.S.B.A. in Marketing and Finance and graduated magna cum laude. She holds an M.B.A. in Finance, also from the University of Georgia.

Insights

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July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Outlook

Eye on the Market: The lion in winter

July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Wealth Planning

Insight 7: Develop a capable and committed rising generation

July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
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