2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
- With CAPTRUST Since 2020
- 205.949.6040
-
2614 19th Street South
Birmingham, AL 35209
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 Harpersville, AL.
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
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Resources
2 months ago
Market Update | July 2023
As we pass the midpoint of 2023, the market...
Wealth Management
3 months ago
VESTED Voices: Mike Pereira
As a founder of the nonprofit Battlefields to Ballfields, NFL...
