About Kayla Anderson
Kayla has spent her entire career with Morgan Stanley starting with an internship after attending Northeastern University where she earned a degree in Communications. Kayla quickly gained a passion for helping clients. She served as a Client Service Associate where she spent six years delivering hands-on, white-glove service while getting to know clients on both a professional and personal level. Her dedication to proactively assisting clients with their needs paired with an active ear for learning about their financial goals and dreams led Kayla to her next role as a Wealth Advisor Associate (WAA). As a WAA, she expanded her education and expertise into financial planning which serves as the cornerstone of her work in her current role as a Financial Advisor.
As an advisor, Kayla empowers clients by simplifying the complex and helping them take control of their financial lives through education and guidance. There is nothing more fulfilling to her than seeing first-hand the impact of planning on one’s financial freedom and its ability to help clients achieve their goals throughout life’s milestones. From managing everyday income to creating a college savings plan to identifying the life her clients want to live in retirement, Kayla will be there every step of the way so that each financial decision is aligned with what is most important to her clients.
In her free time, Kayla can be found road tripping with her husband in their self-converted all-season camper van named Stella. She also enjoys staying active with running, paddle boarding, skiing, and being outside as much as possible. Kayla grew up in Westwood, MA and has spent all her adult years living in Boston, currently residing in Southie.
Securities Agent: WY, CA, SC, MT, VA, NJ, NH, MA, LA, IA, DE, UT, RI, OR, NM, GA, KY, ME, IL, WA, TX, OH, NE, MO, MI, WI, VT, TN, MN, DC, AL, SD, NC, MS, KS, CO, PA, NY, MD, FL, CT, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 2130335