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 over 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 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 and the Salvation Army of Wake County Advisory Board – also serving as a member of the Red Shield Club Committee of Raleigh. Additionally, he is on the Board of Directors for the North Carolina Coastal Federation – serving as a member of their Inland Committee and Finance Committee – and on the Board of Directors for 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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