Originally from Cleveland, Ohio, Kayla is a former collegiate volleyball player who attended Cleveland State University, where she earned her BBA in Finance from the Monte Ahuja College of Business. After completing her undergraduate studies, Kayla moved to Nashville to pursue her Master’s degree at Belmont University.
Kayla has been in the financial industry since 2019 and joined Fields Wealth Management in 2022. She holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation, along with her Series 7, 66, and life and health insurance licenses. Recently, Kayla has received her Accredited Investment Fiduciary and Certified Exit Planning Advisor designations.
Kayla is one of the leaders for the Exit Planning Institute chapter in Nashville. She is dedicated to helping clients navigate their financial futures with confidence. Outside of work, she enjoys being outdoors, traveling, and working on her golf game.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.