Robert G. Elliott, CFP®, MS
Bob joined Wiley Bros.-Aintree Capital in 1992. He has expertise in retirement and estate planning. Bob and his team currently manage and advise clients on over $750 million of assets. He received his Bachelor of Arts, in Economics and Political Science, from Vanderbilt University in 1992. Additionally he has been a CERTIFIED FINANCIAL PLANNER™ certificant since 1995 and earned a Master’s of Science Degree with a concentration in Estate Planning in 2001. In Bob’s words:
“I generally practice what is called an “asset management style”. This means I sit down with my clients and do a very thorough “discovery” questionnaire. Based on the data provided, I recommend investment strategies designed to manage their assets and help them achieve their retirement and estate planning goals.”
Sarah L. Emmerick, CFP®
Sarah was born and raised in Nashville, TN. She is an alumnae of University School of Nashville and Vanderbilt University where she earned a Bachelor of Engineering in Biomedical Engineering. She began work at Wiley Bros. Aintree Capital, LLC in June of 2018 and is FINRA Series 7 and 66 licensed. Additionally she holds an Insurance License and has been a CERTIFIED FINANCIAL PLANNER™ since October 2020 . She is currently studying to earn a Master’s in Financial Planning.
Allie K. Long-Innes
Allie is a native Nashvillian who joined Wiley Bros.-Aintree Capital, LLC in 2011 after graduating with a Bachelor of Science in Business Administration from the University of Tennessee. She is the team’s primary client liaison and is eager to assist with all service-related inquiries. She is extremely knowledgeable and receives great accolades for her attention to detail. Allie is FINRA Series 7, 66, and 55 licensed.
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Market Updates and Client Communications
Market Corrections February 2022
The Man with the Golden Arm November 2021
Breaking Down the Cares Act April 2020
Oil War and Coronavirus February 2020
Recession 101: How to Prepare October 2019