2 months ago
Market Declines in Retirement
What happens if you successfully saved for retirement, but when...
- With CAPTRUST Since 2017
- 801.984.8000
-
13961 South Minuteman Dr #300
Draper, UT 84020
Kaylie Tomadakis, CFP®
Financial Advisor,
Relationship Manager
- Alpine, UT
- Atomic Habits by James Clear
- My husband, my parents, and my in-laws
- Go Big or Go Home. No Regrets.
- Integrity, kindness, and work ethic
Financial Advisors
Kaylie Tomadakis is a wealth management financial advisor based in Salt Lake City, UT.
Kaylie joined CAPTRUST in 2017. She serves as a financial advisor, relationship manager, responsible for providing investment advisory services to high-net-worth individuals and families.
Prior to CAPTRUST, Kaylie was an intern for Knox Capital Group in the greater Salt Lake City area. She earned her Bachelor of Science degree in certified financial planning in just two years from the University of Utah. She also holds the CERTIFIED FINANCIAL PLANNER™ designation.
Education
- Bachelor of Science degree in certified financial planning from the University of Utah
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
News & Resources
Wealth Management
Resources
3 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Wealth Management
3 months ago
Market Update | July 2022 | Short Version
Midway through 2022, investors and consumers are frustrated with rising...
Wealth Management
3 months ago
Market Update | July 2022
Midway through 2022, investors and consumers are frustrated with rising...
