Kayla HinkleKayla Hinkle, AIF®Vice PresidentWealth Advisor
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About Kayla
Kayla Hinkle is a Vice President and Wealth Advisor at 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 highnet-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 have been McDonald's franchisee owners 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, Kayla actively volunteers with Ronald McDonald House Charities, as well as with local dog shelters. She also enjoys spending time at the beach with her Labrador Retriever, Conrad.
Insights
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November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
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November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowOutlook 2025: Building on Strength | Key Takeaways
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