Kyle Elliott

Kyle Elliott is Principal and Portfolio Manager at Wilbanks, Smith & Thomas Asset Management, LLC, leading the firm's North Carolina-based efforts out of Raleigh and serving on its Investment Committee. He is responsible for managing client relationships and designing investment strategies for both individual and institutional clients. His investment focus spans multi-asset class portfolios, including equities, fixed income, and alternative strategies, with experience across sectors such as U.S. and international equities as well as municipal and taxable fixed income.

Prior to joining Wilbanks, Smith & Thomas in 2001, Kyle held the position of SVP and Investment Management Advisor at Wachovia, where he gained extensive expertise in trust and investment management for affluent clientele. His more than three decades of industry experience enable him to navigate complex investment environments and tailor solutions to diverse client needs.

Kyle holds a BBA in Trust Management from Campbell University, has graduated from the Southeastern Trust School and the College for Financial Planning, and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and Series 66 securities license. He is a noted contributor to client education and investment stewardship, actively involved with organizations such as the Salvation Army of Wake County Advisory Board and the North Carolina Coastal Federation, where he chairs the Investment Committee.