Brian Taylor Email & Phone Number

I’m Brian Taylor with First Trust Portfolios L.P., a privately held investment management firm with offices in Chicago, IL and Austin, TX. My partner, Sam Willis, and I represent our Unit Investment Trust product line on Long Island. Our consulting team on Long Island also includes Harry Fryckberg and Derek Schicht, specializing in ETFs and SMAs and Kevin Hussey specializing in Structured Products. We also offer specialized solutions in Mutual Funds, Variable Annuities, 401Ks and CEFs. Innovative Investment Solutions:Our history and focus is to offer innovative, high quality, cost-effective investment solutions to financial advisors. We consult with advisors to find the most relevant solutions based on market conditions, client objectives, time frame and risk tolerance.We partner with you:Where we separate our firm from average investment management firms is that we are an entrepreneurial, nimble, advisor-centric firm. We bring more to our financial advisor relationships than simply products. We work hard to help financial advisors achieve success by providing:- Timely market commentary and investment insights- Advisor practice management resources and training- Social media coaching and developmentI bring to the table 20 years of “real-life” knowledge, experience, and insights helping hundreds of advisors serve their clients and grow their business. I understand the needs, challenges, and opportunities advisors experience each day, and am well-equipped to serve them by leveraging all the tools in our arsenal to meet their needs.Each advisor relationship is important to our team. We welcome the opportunity to discuss how First Trust can become a valuable partner for your business. Please start by reaching out to me at 917-213-1688 or btaylor@ftportfolios.com.

Listed skills include Series 7, Series 65, Series 24, Series 63, and 10 others.

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  University Of Delaware

  Bachelor’S Degree