KB

Kayla Bailey

Planning Consultant

Kayla Bailey is currently a Planning Consultant at Fidelity Investments, where they focus on building relationships and assisting clients with financial needs. They previously worked as a Relationship Manager and Financial Representative at Fidelity Investments, managing client operations and engaging with the Wealth Management Team. Kayla gained valuable experience through internships at Halliday Financial and Ameriprise Financial Services, where they developed client relationship skills and financial market research abilities. They also served as a substitute teacher, demonstrating adaptability in various classroom settings, and earned a Bachelor of Science in Finance from Siena College in 2023.

Location

Charleston, United States

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