
Kayla HinkleKayla Hinkle, AIF®Vice PresidentWealth Advisor
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 have been McDonald's franchise owners for~ 25 years and have been with the company for nearly 50 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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Debt Ceiling: Déjà Vu
April 20, 2023With the government up against its spending limit, negotiations are brewing in Congress. Investors’ best move now? Stay the course.Read Now
Why 2023 may still be good for private markets
April 20, 2023As market volatility pushes down valuations, now may be the time to think about investing.Read Now
Tax deferral can sometimes be a costly mistake
April 19, 2023You could unnecessarily pay almost double in taxes if you don’t defer with care. Be sure to put the right assets in the right types of accounts.Read Now
Don't get burned by scams on your summer holiday
April 19, 2023Summer brings sun, fun and relaxation, but it can also bring scammers. When planning your vacation, be sure to leave these SPFs — scams, phonies and frauds — behind.Read Now
Looking to buy or sell a house in today’s strange U.S. market?
April 19, 2023Disruption sparked by COVID-19 looks likely to play itself out relatively soon. But each area’s story will probably be dramatically different.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2023There are a myriad of “teachable moments” buried in ordinary everyday decisions and activities that can help children develop financial awareness and a sense of responsibility.Read Now
3 ways to stay active while in retirement
April 16, 2023Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The bull and bear cases for 2023
April 13, 2023From the global economy to stocks and bonds, investors consider the path forward for a market that’s looking much different this year than last.Read Now
3 steps you can take to maximize tax alpha
April 13, 2023Tax-loss harvesting strategies offer an efficient way to reduce your tax bill – here are three ways to keep the tax benefits coming for longer.Read Now