Kayla Whitaker

Kayla Whitaker

Paraplanner & Portfolio Administrator

Kayla Whitaker is responsible for client service and portfolio administration. She supports our Director of Financial Planning in creating comprehensive financial plans and handles incoming client requests, which include processing 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. Lastly, Kayla spent over three years as a Client Service Executive at a wealth management firm in Marietta, GA.

In her free time, Kayla enjoys playing with her 5lb dog Chai, traveling, trying new restaurants, and cheering on the Georgia Bulldogs.
 

Education

• B.S. in Financial Planning, University of Georgia