Client Associate
Kayla began her career at UBS in 2024 after earning a Bachelor of Science in Finance, with a Minor in Accounting, from the University of Tampa. She was actively involved in IMPACT, a program focused on helping underprivileged entrepreneurs launch their own businesses. Kayla is a Registered Client Service Associate, where she works alongside Eric in addressing the wealth management needs of our clients. She takes pride in the level of service she brings to clients and their families through all aspects of their financial lives. Kayla is FINRA registered and holds her Series 7 and 66 licenses. Originally from Cape Cod, Kayla now resides in South Boston. In her free time, she enjoys traveling, staying active, and spending quality time with friends and family.
Education