4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- 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 is a vice president, financial advisor, based out of our Birmingham, Alabama, office.
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, 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®)
Industry Involvement
- Member—Alabama Profit Sharing Council
- Member—Birmingham Society for Human Resource Management
