Kayla Kohl
Hello all! I am a financial advisor here at Merrill Lynch Wealth Management, with over four years of experience and a strong acumen for creating interpersonal relationships. I help my clients with retirement planning, tax-efficient management, transitional planning, and overall wealth accumulation and optimization. I find enjoyment from working with people at all stages of life whether they are planning for a first child, making a career change, or retiring from the workforce. The details matter when it comes to your financial success and so in my practice I focus on both the investments, the planning, and absolutely everything in between.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
