Msf Kayla Walter Cfp®

Financial Planning Manager at Bailey Wealth Advisors

Kayla Walter, MSF, CFP®, is a Senior Financial Planner at Bailey Wealth Advisors since January 2023, where securities and investment advisory services are offered through Osaic FA, Inc. With a robust career beginning at Graf Financial LLC as an Investment Advisor Assistant, Kayla's experience includes various roles at SPC Financial, Inc. and Raymond James. Kayla holds a Master of Science in Finance from Louisiana State University, earned in 2016, and a Bachelor of Science in Finance from the same institution, completed in 2014. Kayla's extensive background in financial planning and client service enhances their expertise in the financial advisory sector.

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Rockville, United States

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Bailey Wealth Advisors

Bailey Wealth Advisors is a wealth management firm that designs financial strategies and solutions for closely held business owners, affluent families, and small institutions. Bailey Wealth Advisors is not an affiliate of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies CRN-3534985-040521