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Shayla WorleyShayla WorleyWealth Advisor
Awards and Industry Recognition
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Forbes
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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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now