Kayla HinkleKayla Hinkle, AIF®Vice PresidentWealth Advisor
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About Kayla
Kayla Hinkle is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
Kayla began her career at J.P. Morgan Chase in 2013 and has since become intensely familiar with the breadth of financial challenges and opportunities faced by high-net-worth clients. As the team lead for franchise owners, Kayla works with some of the most successful business owners and families, drawing on a decade of experience to deliver holistic wealth management planning and guidance that reflects their personalized financial goals. Her focus is on helping clients grow and preserve their assets to transform their hard work into a generational legacy. Raised in an entrepreneurial family, her parents are McDonald's franchise owners and have been in the business for nearly fifty years. Kayla has a first-hand appreciation for the mindset of ambitious clients, their need for a trusted Advisor, and a firm that understands the nuances of their world. She balances the sophisticated requirements of owners' complex balance sheets as well as trust and estate planning, next-generation programming, succession planning, retirement accounts, and tax-aware strategies that help make the best use of their assets.
Kayla provides clients with direct access to the commercial bank and other capabilities that align with their business acquisition, expansion, and liquidity event needs. She works alongside CPAs and other outside advisors to ensure the entirety of each financial scenario is considered. Deeply embedded in the wealth management community, she enjoys connecting with like-minded individuals to share best practices leveraged by families with similar financial scenarios. A graduate of The Ohio State University, Kayla earned a B.S. in Business Administration with a specialization in Finance. She holds the Accredited Investment Fiduciary® (AIF) designation and has FINRA Series 7 and 66 licenses. When not in the office, she loves to work out and spend time at the beach with her Labrador Retriever, Conrad.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
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
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
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye 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 NowInsight 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 NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now