Kyle Elliott, CFP®

Kyle Elliott, CFP®

Kyle Elliott is a Senior Managing Director at Clearstead, where he manages client relationships and leads Clearstead Advisory Solutions’ North Carolina-based efforts out of Raleigh. He has been working in the financial services industry since 1994 and joined Clearstead in 2024.

Kyle brings expertise in trust management, portfolio strategy, and client advisory services. Before joining Clearstead, he served as Principal and Portfolio Manager at Wilbanks Smith & Thomas Asset Management, LLC (“WST”) until it was acquired by Clearstead. Throughout Kyle’s career, he has led client-focused initiatives and contributed to investment strategy development.

Kyle earned a Bachelor of Business Administration in Trust Management from Campbell University, 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. He currently serves on the Salvation Army of Wake County Advisory Board, the Board of Directors and Executive Committee for the North Carolina Coastal Federation, where he chairs the Investment Committee, and is Board President for Band Together.