Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024

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

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