1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Financial Advisor,
Relationship Manager
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.
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