David B. Taylor, Lutcf Email and Phone Number
David B. Taylor, Lutcf work email
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David B. Taylor, Lutcf personal email
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Magnus Financial Group provides personalized services to a diverse range of clients including existing and emerging high net worth individuals, families and closely held businesses. The firm utilizes offensive and defensive financial planning approaches, encompassing asset management, risk management, tax planning, retirement income distribution and estate preservation planning. Michael S. Schwartz, President & CEO, was named by the Financial Times to the Top 400 Financial Advisor List in 2017.
Magnus Financial Group Llc
View- Website:
- magnusfinancial.com
- Employees:
- 18
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Director Of Insurance ServicesMagnus Financial Group Llc Oct 2018 - PresentGreater New York City Area
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Insurance AdvisorCharter Oak Insurance Agency Apr 2010 - PresentFully Independent Insurance Advisor Specializing in Property & Casualty Insurance for Commercial Business (Liability, Commercial package Umbrella, Directors & Officers, E&O) and Personal lines (Homeowners, Auto, Umbrella, Valuable Items, Flood, Boat, Second Home & Renters, Property & Casualty).• Work closely with clients to determine the most appropriate products for the clients risk at the most competitive rate.• Interact with clients regularly to provide information in response to inquiries about products and services.
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Life, Disability Ltc InsuranceBni 2011 - Present -
Board MemberWilton Wpca 2014 - Present
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Regional Brokerage ConsultantFortify Insurance Group Jul 2015 - 2018Greater New York City Area / Tampa Bay Fl.Fortify Insurance Group is a brokerage general agency specializing in Disability, Life and Group Insurance contracts. As Disability Specialists we offer unique full support to create solutions for Income Protection, Business Continuation, and Executive benefit offerings.We have experience supporting many different types of Insurance and Wealth Management professionals.We navigate the quoting, underwriting and policy service of various Risk Mitigation needs for the adviser. With our own in house underwriting and policy service staff we operate as an extension of your practice.Two differentiators is our advocacy for your client and our custom built web-based, back-office system that helps our clients effectively manage cases in underwriting and ongoing policy management. -
Brokerage ConsultantFortify Insurance Group 2015 - 2016
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Vice PresidentLenox Advisors Nov 2014 - May 2015Greater New York City AreaDavid provides financial planning services through Lenox Advisors and offers securities and asset management services through MML Investors Services. Lenox Advisors and MML Investors Services are not affiliated -
Financial Services Professional/Insurance AdvisorNational Legacy Group Nov 2011 - May 2015Wilton, CtFully Independent Insurance Advisor Specializing in Living Benefits of Life Insurance, Wealth Accumulation, Financial Protection, Retirement & Estate Planning, Disability and Long Term Care.• Work closely with clients to understand their financial situation and financial goals and together determine the most appropriate options. -
Public RelationsWilton Rotary 2013 - 2014
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MemberRotary International 2013 - 2014 -
Leasing & Acquisitions ExecutivePyramid Real Estate Group Oct 2006 - Nov 2012• Advising clients with their business office, medical office and retail leases in lower Fairfield County CT. • Negotiate profitable sales and lease transactions through dedicated client service, cutting edge technology and in-depth industry knowledge. -
Portfolio Manager (Trade Control Analyst)Mirant Americas Jan 2001 - Apr 2002Managed trading portfolios, working with front office and upper management.
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Trade SpecialistAig International, Inc. - American Insurance Group 1999 - 2001Trade and book reconciliation for the customer desk.
David B. Taylor, Lutcf Skills
David B. Taylor, Lutcf Education Details
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Financial Services -
Environmental Sciences
Frequently Asked Questions about David B. Taylor, Lutcf
What company does David B. Taylor, Lutcf work for?
David B. Taylor, Lutcf works for Magnus Financial Group Llc
What is David B. Taylor, Lutcf's role at the current company?
David B. Taylor, Lutcf's current role is Director of Insurance Services at Magnus Financial Group LLC.
What is David B. Taylor, Lutcf's email address?
David B. Taylor, Lutcf's email address is dt****@****oup.com
What is David B. Taylor, Lutcf's direct phone number?
David B. Taylor, Lutcf's direct phone number is (203)-348*****
What schools did David B. Taylor, Lutcf attend?
David B. Taylor, Lutcf attended The American College, Hobart And William Smith Colleges.
What are some of David B. Taylor, Lutcf's interests?
David B. Taylor, Lutcf has interest in Environmental Issues, Family And Friends, New Business Ideas, Sports (Lacrosse).
What skills is David B. Taylor, Lutcf known for?
David B. Taylor, Lutcf has skills like Insurance, Life Insurance, Disability Insurance, Retirement, Small Business, Property And Casualty Insurance, Financial Services, Strategic Financial Planning, Long Term Care, Retirement Planning, Commercial Real Estate, Umbrella Insurance.
Who are David B. Taylor, Lutcf's colleagues?
David B. Taylor, Lutcf's colleagues are Michael Fleming, Paul F. Hoerrner Jr., Cfp®, Marc Beekman, Scott Kephart, Crpc®, Cltc®, Jaclyn David, Jackie Torres, Louis Sorsaia.
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