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 $375 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.” 

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Sarah L. Elliott, 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.

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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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War and Petrol April 2022

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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

Market Recovery to Begin the Year April 2019

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US China Trade War August 2018