D. Bart Elliott
Vice President & Financial Consultant
Mr. Elliott provides investment services primarily to clients in Alabama and the Panhandle of Florida. After obtaining his B.S. in Biology in 1992 and B.S. in Accounting in 1993 from the University of Alabama, he began his career in the financial services industry with Sterne, Agee & Leach. Mr. Elliott joined the firm in May of 1996 as a Vice President and Financial Consultant.
Mr. Elliott’s primary focus is assisting clients by developing plans that allow them to reach their financial goals. He offers a full range of investment and retirement planning services for individuals and businesses, including non-qualified deferred comp plans, 401(k) plans, SIMPLE IRAs, SEP IRAs, traditional and ROTH IRAs, annuities, 529 plans and traditional retail brokerage accounts. He also has a wealth of experience with fixed income investments, especially tax-free bonds.
Mr. Elliott lives in Daphne with his wife, Mary Esther and their 3 children, where they all enjoy a variety of outdoor sports and are active in their local church.
- BS in Accounting – University of Alabama
- BS in Biology – University of Alabama
- FINRA Licenses: Series 7, Series 63
Areas of Focus
- Financial Planning
- Retirement Planning for Individuals
- Retirement Planning for Institutional Clients
- Fixed Income Investments
- Tax-Free Bonds