Kayla is primarily responsible for service and financial planning related needs of clients in connection with the wealth management team. Kayla joined Crestwood Advisors because of their focus on integrating comprehensive financial planning into wealth management. Kayla enjoys collaborating with the Crestwood team to find efficient and effective solutions to help achieve each client’s goals given their unique circumstances.
Prior to joining Crestwood Advisors, Kayla was a Client and Portfolio Associate at Bainco International Investors, a Registered Investment Advisors in Boston’s Back Bay.
Kayla graduated magna cum laude from Tufts University with a BA in Economics and Spanish. During her four years, she was also a member of the varsity softball team that won two NCAA Division III National Championships. Kayla currently volunteers on the Tufts Alumni Boston Steering Committee and as a member of the Junior League of Boston. Kayla enjoys cycling, skiing, traveling and spending time with friends and family. Kayla is a CERTIFIED FINANCIAL PLANNER ™ (CFP®) and can be reached at firstname.lastname@example.org.