Taylor has been in the financial planning field for more than thirty years. He was a Regional Vice President and wholesaler for American Skandia, Transamerica Capital, and Idex Mutual Funds. In these positions, he was the mentor and coach for many of the top financial planners in the Southeast. He now brings his expertise and experience to help investors and clients achieve their financial goals. Taylor is a Distinguished Graduate of The National Institute for Estate Planners (CEP). As an Investment Advisor Representative (IAR), Taylor works with quality investment managers who focus on the positive effects of both tactical and strategic asset allocation.* This process serves to guide an investment portfolio through a variety of market conditions, always keeping the personal goals and risk tolerance of his client at the forefront of the equation. Taylor specializes in Retirement Income. Licensed to offer insurance, annuities and securities in the following states: AL, FL, GA, LA, MS, TN