Kayla Johnson serves as a Data Migration Specialist at Waverly Advisors, where she plays an essential role in integrating client and advisor data into Waverly’s Portfolio Management System during firm transitions. Her work ensures that critical information is accurately and efficiently migrated, providing a seamless experience for incoming partners and their clients.
With a strong foundation in management and a passion for data, Kayla made the intentional shift into the world of financial technology after discovering her love for data analytics. What began as a personal interest quickly grew into a professional calling, leading her to pursue new skills and ultimately join Waverly’s dynamic team.
Kayla is known for her clear communication, attention to detail, and fresh perspective. She thrives in collaborative environments and is committed to creating smooth, thoughtful experiences for every firm she supports.
Outside of work, Kayla brings creativity and discipline into her life through her pursuit of music and ballet. She also enjoys curling up with a good book and spending quality time with her fiancé, Moises, as they plan their future together.
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