Maggie Elliott

M.S., CFP®Advisor

About Maggie

Maggie Elliott joined The Welch Group in 2015 as an Investment Operations Specialist and now serves as an Advisor.

Prior to joining The Welch Group, Maggie worked with a wealth management firm in Birmingham. She enjoys traveling, reading, spending time with friends and family, and her Brittany Spaniel.

Education
• Bachelor of Science in Finance, University of Alabama, Tuscaloosa, AL
• Master of Science in Human Environmental Sciences with a concentration in Family Financial Planning and Counseling, The University of Alabama, Tuscaloosa, AL

Accreditations
• CERTIFIED FINANCIAL PLANNER™ practitioner

Professional Affiliations
• Financial Planning Association of North Alabama Board Member
• Estate Planning Council of Birmingham

Community Involvement 
• Junior League of Birmingham
• Oasis Counseling Junior Board

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