Kyle Elliott, CFP®

Principal, Portfolio Manager

Kyle is a Portfolio Manager and Principal, managing client relationships and leading WST’s North Carolina-based efforts out of Raleigh. He serves on the firm’s Investment Committee. Kyle joined the firm in 2001, and he brings to bear nearly three decades of industry experience.

Kyle, a native of Tuscaloosa, Alabama, earned a BBA in Trust Management from Campbell University. He is a graduate of the Southeastern Trust School and the College for Financial Planning, and he holds the Certified Financial Planner designation as well as the Series 66 securities license.

Kyle is a member of the Campbell University Trust Education Foundation Advisory Board, the Wake County Estate Planning Council, the Advisory Board of the Salvation Army Community Center in Wake County, and previously in Durham County. He is involved with the North Carolina Coastal Federation and serves as a member of their Inland Committee and Finance Committee. He also participates on the Advisory Board of Band Together. Kyle enjoys hunting, playing music and spending time with his family at the beach; he and his wife have two daughters.

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