Kayla Santos

  • Financial Planner
  • Investment Advisor Representative

Kayla takes a consultative approach to working with you, taking the time to develop a thorough understanding of who you are and what matters most to you. Based on your personal situation and your priorities, Kayla will help you develop a strategy to preserve and grow your assets to help fulfill your vision of your financial future. Her commitment is to provide quality service and support to her clients. Kayla is licensed to sell Life, Accident and Health insurance and also holds her Series 6, 65 and 63 licenses. She earned her Bachelor’s degree in financial services at Bryant University and was awarded the “Leadership in Financial Services” from Bryant University. Outside of work, Kayla enjoys spending time with her husband Domenic, puppy Milo, traveling, photography and playing tennis.

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I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI.