James W. Taylor
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James W. Taylor Email & Phone Number

Retirement Planning Specialist at Equitable Advisors at Equitable Advisors
Location: Fort Worth, Texas, United States 5 work roles 4 schools
1 work email found @equitable.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@equitable.com
LinkedIn Profile matched
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Current company
Equitable Advisors
Role
Retirement Planning Specialist at Equitable Advisors
Location
Fort Worth, Texas, United States
Company size
3118 employees

Who is James W. Taylor? Overview

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Quick answer

James W. Taylor is listed as Retirement Planning Specialist at Equitable Advisors at Equitable Advisors, a with 3118 employees, based in Fort Worth, Texas, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for James W. Taylor.

James W. Taylor previously worked as Retirement Planning Specialist at Equitable Advisors and Financial Advisor at Axa Advisors, Llc. James W. Taylor holds Certificate, Wharton Retirement Planning Program from University Of Pennsylvania - The Wharton School.

Company email context

Email format at Equitable Advisors

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jtaylor@equitable.com
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AeroLeads found 1 current-domain work email signal for James W. Taylor. Compare company email patterns before reaching out.

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Profile bio

About James W. Taylor

I was born in Florida, grew up in Colorado, and moved to Texas in 1985 to attend college. I spent two years at Texas Tech working on my undergraduate degree and playing football for the Red Raiders. I later completed my degree, earning a BA, at the University of Texas at Arlington. Additionally, having received a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania, I have been awarded the title of Retirement Planning Specialist by Equitable Advisors. I have also attended the Equitable Advisors Institute, hosted at Harvard University, completing an advanced learning curriculum focused on Asset Allocation and Wealth Management Strategies.I am involved locally in the U.T.A. Alumni Association. My wife and I, and our child, live in Mansfield, Texas.

Listed skills include Financial Planning, Wealth Management Strategies, Wealth Preservation And Protection Strategies, Asset Allocation, and 2 others.

Current workplace

James W. Taylor's current company

Company context helps verify the profile and gives searchers a useful next step.

Equitable Advisors
Equitable Advisors
Retirement Planning Specialist at Equitable Advisors
Website
equitable.com
Employees
3118
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Company profile
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5 roles

James W. Taylor work experience

A career timeline built from the work history available for this profile.

Retirement Planning Specialist

Current
Equitable Advisors

Dallas-Fort Worth Metroplex

I am a trusted financial practitioner working for successful entrepreneurs and professionals who desire a full service financial firm. By diligently researching the top tier financial products and services in the marketplace, I empower my clients to make informed financial decisions. My commitment to excellence in developing practical, customized recommendations, as well as my strategic alliances with other financial professionals, permits me to focus on the unique wealth management and protection concerns of each client. This consultative approach affords clients the opportunity to remain focused on the important things in their lives, thus giving them time for what matters most.Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

Jan 2020 - Present

Financial Advisor

Axa Advisors, Llc

Dallas-Fort Worth Metroplex

Oct 1999 - Dec 2019

Financial Advisor

Axa Advisors, Llc

Dallas-Fort Worth Metroplex

Oct 1999 - Dec 2019

Financial Advisor

Eq Financial Consultants

Dallas-Fort Worth Metroplex

Sep 1997 - Sep 1999

Financial Advisor

Eq Financial Consultants

Dallas-Fort Worth Metroplex

Sep 1997 - Sep 1999
Team & coworkers

Colleagues at Equitable Advisors

Other employees you can reach at equitable.com. View company contacts for 3118 employees →

RT Remington Tai Remington Tai Colleague at Equitable AdvisorsNew York, United States View → DB David Borer David Borer Colleague at Equitable AdvisorsFair Lawn, New Jersey, United States View → RV Ricardo Velez Ricardo Velez Colleague at Equitable AdvisorsNew York, United States View → JW Justin Weinberger Justin Weinberger Colleague at Equitable AdvisorsJersey City, New Jersey, United States View → JM Jennifer Molnar Jennifer Molnar Colleague at Equitable AdvisorsGreater Cleveland, United States View → SW Sean Willitts Sean Willitts Colleague at Equitable AdvisorsDenver, Colorado, United States View → DS Daniel Smith Daniel Smith Colleague at Equitable AdvisorsNew York, United States View → JD James Dellavecchia James Dellavecchia Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States View → CB Caleb Bennett Caleb Bennett Colleague at Equitable AdvisorsKersey, Pennsylvania, United States View → JG Jordan Garcia Jordan Garcia Colleague at Equitable AdvisorsWalnut Creek, California, United States View →
4 education records

James W. Taylor education

Education record

Plateau Valley High School, Collbran, Co
FAQ

Frequently asked questions about James W. Taylor

Quick answers generated from the profile data available on this page.

What company does James W. Taylor work for?

James W. Taylor works for Equitable Advisors.

What is James W. Taylor's role at Equitable Advisors?

James W. Taylor is listed as Retirement Planning Specialist at Equitable Advisors at Equitable Advisors.

What is James W. Taylor's email address?

AeroLeads has found 1 work email signal at @equitable.com for James W. Taylor at Equitable Advisors.

Where is James W. Taylor based?

James W. Taylor is based in Fort Worth, Texas, United States while working with Equitable Advisors.

What companies has James W. Taylor worked for?

James W. Taylor has worked for Equitable Advisors, Axa Advisors, Llc, and Eq Financial Consultants.

Who are James W. Taylor's colleagues at Equitable Advisors?

James W. Taylor's colleagues at Equitable Advisors include Remington Tai, David Borer, Ricardo Velez, Justin Weinberger, and Jennifer Molnar.

How can I contact James W. Taylor?

You can use AeroLeads to view verified contact signals for James W. Taylor at Equitable Advisors, including work email, phone, and LinkedIn data when available.

What schools did James W. Taylor attend?

James W. Taylor holds Certificate, Wharton Retirement Planning Program from University Of Pennsylvania - The Wharton School.

What skills is James W. Taylor known for?

James W. Taylor is listed with skills including Financial Planning, Wealth Management Strategies, Wealth Preservation And Protection Strategies, Asset Allocation, Retirement Income Strategies, and Life Insurance Planning.

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