Manager, Client Services
Current
May 2021 - Present
AeroLeads people directory · profile
Larry Elliott, Cfp®, Aif® Email & Phone Number
Manager, Client Services
at
CAPTRUST
1 work email found
@captrustadvisors.com
1 phone found area 678
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Manager, Client Services
Location
Atlanta, Georgia, United States
Company size
Who is Larry Elliott, Cfp®, Aif®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Larry Elliott, Cfp®, Aif® is listed as Manager, Client Services at CAPTRUST, a with 621 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 678, and a matched LinkedIn profile for Larry Elliott, Cfp®, Aif®.
Larry Elliott, Cfp®, Aif® previously worked as Director of Participant Education at Suntrust Bank and Regional Retirement Plan Consultant Manager at Transamerica. Larry Elliott, Cfp®, Aif® studied at University Of Florida.
Company email context
Email format at CAPTRUST
This section adds company-level context without repeating Larry Elliott, Cfp®, Aif®'s masked contact details.
*@captrustadvisors.com
71% confidence
AeroLeads found 1 current-domain work email signal for Larry Elliott, Cfp®, Aif®. Compare company email patterns before reaching out.
Profile bio
About Larry Elliott, Cfp®, Aif®
I am a wealth management professional with over 20 years of experience assisting institutional retirement plan clients. I provide viable solutions to help clients effectively manage risk, analyze and select investments, reduce expenses and engage their employees. My primary objective is to provide my plan sponsor contacts and participants the necessary resources to improve retirement outcomes.In addition to client service, I have experience leading teams responsible for providing financial wellness support for their clients. I have a genuine passion for developing and mentoring individuals so they may have the confidence to excel in any career opportunity.
Current workplace
Larry Elliott, Cfp®, Aif®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
6 roles · 28 years
Larry Elliott, Cfp®, Aif® work experience
A career timeline built from the work history available for this profile.
Director Of Participant Education
Jun 2015 - Feb 2021
Regional Retirement Plan Consultant Manager
Oct 2014 - Jun 2015
Education Team Manager
Jan 2006 - Oct 2014
Central Region'S Education Team Manager
2002 - 2006
~4 yrs
Education Specialist
1999 - 2002
~3 yrs
Team & coworkers
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
PO
Paul Owen
Colleague at CaptrustBirmingham, Alabama, United States
View →
CS
Catherine Seeber, Cfp®, Ceft®
Colleague at CaptrustLewes, Delaware, United States
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EE
Eva Ellis
Colleague at CaptrustRaleigh, North Carolina, United States
View →
BG
Ben Goldstein
Colleague at CaptrustRaleigh, North Carolina, United States
View →
JS
Jason Stephens
Colleague at CaptrustRaleigh, North Carolina, United States
View →
JB
Joyce Brown
Colleague at CaptrustCharlotte, North Carolina, United States
View →
EM
Ellen Martel, Aif®
Colleague at CaptrustGreater Chicago Area, United States
View →
YT
Yen Truong, Ms, Cfp®
Colleague at CaptrustSacramento, California, United States
View →
EP
Erica Patrylak
Colleague at CaptrustConshohocken, Pennsylvania, United States
View →
RH
Ron Homer
Colleague at CaptrustWest Orange, New Jersey, United States
View →
Paul Owen
Colleague at CaptrustBirmingham, Alabama, United States
View →
CS
Catherine Seeber, Cfp®, Ceft®
Colleague at CaptrustLewes, Delaware, United States
View →
EE
Eva Ellis
Colleague at CaptrustRaleigh, North Carolina, United States
View →
BG
Ben Goldstein
Colleague at CaptrustRaleigh, North Carolina, United States
View →
JS
Jason Stephens
Colleague at CaptrustRaleigh, North Carolina, United States
View →
JB
Joyce Brown
Colleague at CaptrustCharlotte, North Carolina, United States
View →
EM
Ellen Martel, Aif®
Colleague at CaptrustGreater Chicago Area, United States
View →
YT
Yen Truong, Ms, Cfp®
Colleague at CaptrustSacramento, California, United States
View →
EP
Erica Patrylak
Colleague at CaptrustConshohocken, Pennsylvania, United States
View →
RH
Ron Homer
Colleague at CaptrustWest Orange, New Jersey, United States
View →
1 education record
Larry Elliott, Cfp®, Aif® education
FAQ
Frequently asked questions about Larry Elliott, Cfp®, Aif®
Quick answers generated from the profile data available on this page.
What company does Larry Elliott, Cfp®, Aif® work for?
Larry Elliott, Cfp®, Aif® works for CAPTRUST.
What is Larry Elliott, Cfp®, Aif®'s role at CAPTRUST?
Larry Elliott, Cfp®, Aif® is listed as Manager, Client Services at CAPTRUST.
What is Larry Elliott, Cfp®, Aif®'s email address?
AeroLeads has found 1 work email signal at @captrustadvisors.com for Larry Elliott, Cfp®, Aif® at CAPTRUST.
What is Larry Elliott, Cfp®, Aif®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 678 for Larry Elliott, Cfp®, Aif® at CAPTRUST.
Where is Larry Elliott, Cfp®, Aif® based?
Larry Elliott, Cfp®, Aif® is based in Atlanta, Georgia, United States while working with CAPTRUST.
What companies has Larry Elliott, Cfp®, Aif® worked for?
Larry Elliott, Cfp®, Aif® has worked for Captrust, Suntrust Bank, Transamerica, and Suntrust.
Who are Larry Elliott, Cfp®, Aif®'s colleagues at CAPTRUST?
Larry Elliott, Cfp®, Aif®'s colleagues at CAPTRUST include Paul Owen, Catherine Seeber, Cfp®, Ceft®, Eva Ellis, Ben Goldstein, and Jason Stephens.
How can I contact Larry Elliott, Cfp®, Aif®?
You can use AeroLeads to view verified contact signals for Larry Elliott, Cfp®, Aif® at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Larry Elliott, Cfp®, Aif® attend?
Larry Elliott, Cfp®, Aif® studied at University Of Florida.
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