Kayla Lonergan

Marketing & Operations Specialist

Kayla Lonergan joined WealthShield, LLC as a Marketing & Operations Specialist in July of 2020. She is responsible for creating and managing marketing deliverables, content development, and branding for WealthShield, LLC. In addition, Kayla also provides operational support to the firm by assisting with account maintenance, reporting, and billing as needed.

Before joining the WealthShield team, Kayla was a Professional Recruiter for Insight Global, an award-winning national staffing company that specializes in the accounting, financial and engineering industries. She has also held a marketing role at LVMH Moët Hennessy – Louis Vuitton where she oversaw the development of retail marketing content, worked with design teams to brief upcoming promotional collateral, and identified and developed corporate partnership opportunities to build out future campaigns.

Throughout these experiences, Kayla has loved being creative and finding new ways to successfully leverage and appeal to a wider audience while helping to deliver a clear and professional brand. Kayla is excited to provide exceptional marketing services to WealthShield, and to foster business development and strategic growth initiatives that accelerate the firm’s engagement and success.

Kayla is a proud alumni of Penn State University, and holds a bachelor’s degree in Marketing and Corporate Innovation and Entrepreneurship. She currently lives in Raleigh, NC and is a dedicated Penn State football fan.

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WealthShield Partners is a SEC registered investment adviser and an affiliate of WealthShield, LLC. WealthShield provides outsourced chief investment officer (OCIO) services to our firm, including but not limited to: portfolio construction, platform implementation, investment research, manager due diligence, model maintenance, and tax management.

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