Ann Taylor Knotts, CFA, CFP®

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Ann Taylor joined Woodmont Investment Counsel in 2022 as a Senior Vice President.  At Woodmont, Ann Taylor serves as an advisor to high-net worth individuals and Director of Client Experience.  She is also a member of the firm’s Investment Committee with a focus on Woodmont’s private investments portfolio.

Prior to joining Woodmont, Ann Taylor co-founded 231 Advisors, a multifamily office based in Nashville, TN.   In her previous tenures, Ann Taylor has advised a broad array of clients, both institutions and individuals, at SunTrust Foundations and Endowments Specialty Practice and Covenant Partners multifamily office.

Outside of work, Ann Taylor enjoys travelling, attending concerts, and outdoor activities. 


Education:

  • B.S. in Psychology from the University of Georgia
  • B.J. in Advertising from the University of Georgia


Industry Designations:

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™


Activities and Memberships:

  • President, CFA Society Nashville
  • Treasurer, National Alliance on Mental Illness Tennessee
  • Member, Financial Planning Association®