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Kayla Whitaker

Portfolio Administrator

Kayla is  a portfolio administrator.  Her responsibilities include account openings, transfers, and distributions.

Prior to joining MONTAG in 2021, Kayla began her financial industry career teaching financial literacy concepts to middle and high school students for “Wealthy Habits”, an Atlanta non-profit organization.  She also provided tax-filing services to low income families at no-cost in Athens, GA through the University of Georgia’s Volunteer Tax Assistance Program.  More recently, Kayla spent over three years as a Client Service Executive at a wealth management firm in Marietta, GA.

In her free time Kayla enjoys traveling, trying new restaurants, and cheering on the Georgia Bulldogs.

EDUCATION

Bachelor of Science Degree, Financial Planning – The University of Georgia

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