Ann taylor Holley Knotts
Investment adviser representative at Woodmont Investment Counsel, LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Woodmont Investment Counsel, LLCSep 2022 to now
- 231 AdvisorsAug 2021 to Aug 2022
- Covenant Partners LLCNov 2018 to Aug 2021
- Suntrust BankJul 2014 to Nov 2018
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Woodmont Investment Counsel, LLC
$2BAssets managed
468Clients
11Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7447680
- Firm CRD
- 109779