About Kayla Amason
Kayla currently serves as a Vice President and partner of the Hollarn Amason Wealth Management Group at Morgan Stanley. Kayla and her team offer comprehensive financial planning services to their clients with an unprecedented quality of service. She strives to offer a unique and innovative approach to the industry through a distinct perspective offering both youth and experience.
Kayla has worked in the financial service industry for over 10 years and has dedicated 5 of those years to Wealth Management and Financial Planning. Kayla and her team provide a holistic and accessible perspective to financial planning that starts with getting to know YOU. Using state of the art technology, each client is guided through a planning, implementation and evaluation process to help achieve their specific financial goals.
Kayla graduated from Texas A&M College Station with a BA and MS in Accounting and started her career in 2012 as a Certified Public Accountant* with Ernst & Young. She was presented the opportunity to enter the wealth management industry in 2017 where she gained her securities licenses. Kayla’s CPA license allows her the unique ability to navigate tax planning opportunities including estate tax, Roth Conversions, and tax efficiency planning. In 2020, Kayla achieved her CERTIFIED FINANCIAL PLANNER™ designation which allows her to offer one of the industry’s highest regarded financial planning methods backed by rigorous coursework and industry experience. As a CFP® practitioner, she offers specialized training in retirement, tax, and estate planning while being held to stringent industry regulations and an additional level of Fiduciary Duty. Her diverse experiences paired with her professional designations allow her to cultivate unique approaches to her client’s individualized needs. Kayla and her team specialize in: Retirement, Succession, Tax, and Divorce planning.
When she’s not crunching numbers on her 10-key, you can find Kayla at the gym, or spending time with her three beloved dogs and husband. She also enjoys traveling and painting as her creative outlet.
*Kayla does not provide tax or legal advice in her current role with Morgan Stanley
NMLS#: 1673414