Taylor Elliott

Taylor Elliott began their work experience in 2011 as a Department Supervisor at Golfland Entertainment Centers, Inc. They then joined State Street in 2014 as a Mutual Fund Accounting Intern. In 2015, Taylor moved to Fidelity Investments where they worked as a Relationship Manager until 2021. In July 2021, Taylor joined CAPTRUST as a Senior Associate in Financial Planning. Additionally, while attending Saint Mary's College of California from 2011 to 2015, Taylor held roles as a Student Ambassador and Assistant Athletic Ticket Director.

Taylor Elliott obtained a Bachelor of Science degree in Business Administration from Saint Mary's College of California from 2011 to 2015. They also obtained a second Bachelor of Science degree in Economics from the same institution during the same time period. In terms of certifications, Taylor obtained a CA Insurance License from the California Department of Insurance in September 2015. They also obtained the Series 7, Series 66, Series 9, and Series 10 certifications from the Financial Industry Regulatory Authority (FINRA) in July 2015, August 2015, June 2018, and June 2018, respectively. Additionally, Taylor became a CERTIFIED FINANCIAL PLANNER™ Professional through the CFP Board in April 2022.