Carly Elliott serves as a Support Advisor at Patton Albertson Miller, where her passion for building relationships and her commitment to excellence shine through in her work. Born and raised in South Florida, Carly is married to her husband Bo and is a proud mother to their son, James. Together, they enjoy traveling, spending quality time with family and friends, and taking leisurely walks with their dog, Nyxie. Carly’s personal philosophy is to leave the world a better place than she found it, a principle that guides her both professionally and personally.
Carly’s educational journey includes an undergraduate degree in Marketing from Middle Georgia State University and a Master’s degree in Business Administration from Mercer University. She has also earned the professional designation of Financial Paraplanner Qualified Professional (FPQP) and holds a Series 65 License. At Patton Albertson Miller, Carly values the opportunity to work closely with her colleagues and clients, finding the development of these relationships to be one of the most rewarding aspects of her job.
In her free time, Carly enjoys staying active through tennis and yoga, hobbies that reflect her dedication to a balanced and healthy lifestyle. Looking ahead to the next 5 to 10 years, Carly aspires to become a trusted financial advisor, continuously learning about market trends and investment opportunities to better serve her clients. Her goal is to leverage her knowledge and experience to help clients achieve their financial objectives.
Education & Professional Role:
- Undergraduate degree in Marketing, Middle Georgia State University
- Master’s degree in Business Administration, Mercer University
- Financial Paraplanner Qualified Professional (FPQP), Series 65 License
- Support Advisor at Patton Albertson Miller
Interests & Personal Life:
- Enjoys tennis and yoga.
- Passionate about traveling and spending time with family.
- Dedicated to building meaningful relationships in her personal and professional life.
