Kayla HinkleKayla Hinkle, AIF®Vice PresidentWealth Advisor
LinkedInAbout 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 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, she loves to work out and spend time at the beach with her Labrador Retriever, Conrad.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now