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Kayla  Pelletier

Kayla Pelletier

Financial Advisor, AIF®

Kayla has been in the in the Financial Planning industry for over 7 years. She holds a Series 7, General Securities Representative qualification and Series 66, Uniform Combined State Law Exam. Kayla also holds her Life, Accident and Health Insurance license. She is a graduate of the University of Tampa with a bachelor's degree in Applied Sociology. She's also a member of the Investment Committee for Trinity Wealth Management.

In search of the sun, Kayla traded in her snow boots for flip flops when she moved from Maine to Florida in 2013. She now lives in St. Petersburg and has become an active member in her community. She is a community volunteer involved with many non-profit organizations such as Feeding America Tampa Bay, The Village Tampa and St. Baldrick's Childhood cancer foundation. She is also involved in the St. Petersburg Chamber of Commerce, North Tampa Bar Association and the St. Pete Young Professionals.

Kayla's passion for helping people is why she excels as a Financial Advisor and acts in a true Fiduciary capacity when working with her clients.

Her focus is on education, empowerment, and empathy. Through education, she teaches her clients investment and tax strategies that make a long-term impact on their lives and financial plan. She makes it a personal goal to ensure that her clients fully understand all aspects of their plan. This, in turn, empowers her clients by giving them confidence with the plan they have in place. Thanks to her diverse education, her emotional intelligence, and her love for people, she acts with empathy. Even though financial topics are often personal and sensitive, Kayla makes it easy for her clients to share any complexities. She acts with the utmost consideration of her clients and welcomes the opportunity to ease the burden of life’s challenging events by handling any financial implications.

Kayla's calm and attentive nature keeps her in tune to whatever needs a client may have – She doesn’t miss a detail when it comes to what her clients are looking for. Kayla specializes in tax strategies for high-net-worth clients and Financial Planning for Women. Kayla enjoys living a healthy lifestyle both mentally and physically by traveling, hiking, biking, and spending time with family and friends.