Kayla Cook is the Client Services Manager at James River Private Wealth, where she plays an integral role in supporting both the advisory team and the clients they serve. After spending several years in California, Kayla returned to Lynchburg to be closer to family and begin this next chapter of her professional journey. Prior to joining the firm, she worked in the wine industry (an experience that strengthened her appreciation for thoughtful service and meaningful client relationships).
As Client Services Manager, Kayla oversees the day-to-day client service experience at James River Private Wealth, ensuring that each interaction is handled with precision and thoughtful attention. Her commitment to accuracy, organization, and client care supports the firm’s promise to place each client’s financial goals and long-term vision at the center of their planning.
At James River Private Wealth, Kayla thrives on opportunities to work directly with clients and build lasting connections. She recognizes the significant trust clients place in the firm and approaches her role with deep respect for that responsibility. Her goal is to serve as a steady and trusted point of contact, ensuring that each client feels supported and confident as they navigate their financial path. Kayla is committed to creating a welcoming and professional environment where clients feel valued from their very first interaction. She believes that thoughtful structure and careful planning provide the foundation for flexibility and opportunity — a philosophy that aligns closely with the firm’s approach to wealth management.