Cfp® Larry Elliott Aif®

Larry Elliott, CFP®, AIF® has over 22 years of work experience in the financial industry. Larry currently serves as the Manager of Client Services at CAPTRUST since May 2021. Prior to that, they worked at SunTrust Bank from June 2015 to February 2021 as the Director of Participant Education. Before that, they were employed at Transamerica as the Regional Retirement Plan Consultant Manager from October 2014 to June 2015. Larry also held various roles at SunTrust from 1999 to 2014, including Education Team Manager, Central Region's Education Team Manager, and Education Specialist.

Larry Elliott, CFP®, AIF® attended the University of Florida to pursue their undergraduate studies. However, the specific degree and field of study they pursued during their time at the university have not been provided. Larry went on to obtain the Certified Financial Planner (CFP) certification from The American College of Financial Services in January 2003. Additionally, they obtained the Accredited Investment Fiduciary (AIF) certification from Fi360, a Broadridge Company, in October 2020.