1 month ago
Market Declines in Retirement
What happens if you successfully saved for retirement, but when...
- With CAPTRUST Since 2020
- 205.949.6040
-
One Commerce St #800
Montgomery, AL 36104
Kim M. Elliott, AIF®
Vice President,
Financial Advisor
- Jasper, AL
- Ready Player One by Ernest Cline | Groundhog Day
- Husband, family and friends
- And who knows whether you have not attained your position for such as time as this. Esther 4:14
- Honesty, commitment, and a sense of humor
Financial Advisors
Kim Elliott is an institutional retirement plan advisor based in Birmingham, AL.
Kim joined CAPTRUST in 2020 from Welch Hornsby, an independent, fee-only investment advisory firm, where she served as a client advisor. In her role as vice president and financial advisor for CAPTRUST, she is responsible for helping institutional retirement plan sponsors prioritize and execute on plan design initiatives.
Kim earned her Bachelor of Science degree in finance from the University of Alabama and she holds the Accredited Investment Fiduciary (AIF®) designation. Kim and her husband, Jacob, reside in Prattville, Alabama.
Education
- Bachelor of Science degree in finance from the University of Alabama
Industry Designations
- Accredited Investment Fiduciary (AIF®)
Awards & Recognition
- Barron’s Top Institutional Consultants | 2021 (Team Birmingham)
Industry Involvement
- Member—Alabama Profit Sharing Council
- Member—Birmingham Society for Human Resource Management
News & Resources
Wealth Management
Resources
2 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Wealth Management
2 months ago
Market Update | July 2022 | Short Version
Midway through 2022, investors and consumers are frustrated with rising...
Wealth Management
2 months ago
Market Update | July 2022
Midway through 2022, investors and consumers are frustrated with rising...
