Ann Taylor
Knotts

Woodmont Investment Counsel, LLC

CRD#7447680
Investment Advisor
in Nashville, TN

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About this Advisor

Ann Taylor Knotts is a financial advisor based in Nashville, Tennessee, working with Woodmont Investment Counsel, LLC. Ann has previously held positions at 231 Advisors, Suntrust Bank, Covenant Partners LLC, and Woodmont Investment Counsel, LLC. Ann is registered to provide services in Tennessee. Currently, Ann is part of Woodmont Investment Counsel, LLC, which operates out of Nashville, Tennessee. The firm has one office and employs 11 individuals. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Woodmont Investment Counsel, LLC is asset-based.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

3825 Bedford Ave Suite 202
Nashville, TN 37215

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Woodmont Investment Counsel, LLC Brokerage Details

Total Assets Under Management

$1,410,518,396

TN Average: $730,596,643
Total Number of Employees

11

TN Average: 15
Total Number of Accounts

1,299

TN Average: 968
Average Account Size

$1,085,849

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Ann Taylor Knotts Work History

2022 - Present (2 years)

Woodmont Investment Counsel, LLC

2021 - 2022 (1 year)

231 Advisors

2018 - 2021 (3 years)

Covenant Partners LLC

2014 - 2018 (4 years)

Suntrust Bank

Disclosures

Please visit the SEC profile of Ann Taylor Knotts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Woodmont Investment Counsel, LLC

Cade Schacher
Nashville, TN
Ann Taylor Knotts
Nashville, TN
Andrew Peapos
Nashville, TN
Lindsay Youngbauer
Nashville, TN
Jason Bonn
Nashville, TN
Nicole Hughes
Nashville, TN
Carolyn Bennett
Nashville, TN
Brian Kopinski
Nashville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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