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@equitable.com
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James W. Taylor is listed as Retirement Planning Specialist at Equitable Advisors at Equitable Advisors, a company 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.
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AeroLeads found 1 current-domain work email signal for James W. Taylor. Compare company email patterns before reaching out.
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.
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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.
Dallas-Fort Worth Metroplex
Dallas-Fort Worth Metroplex
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
Valorie Gast
Colleague at Equitable Advisors
Marathon County, Wisconsin, United States, United States
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Bryant Lundahl, Cfp®, Chfc, Clu
Colleague at Equitable Advisors
Minneapolis, Minnesota, United States, United States
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Greg Rexford
Colleague at Equitable Advisors
Falls Church, Virginia, United States, United States
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ES
Erin Spencer
Colleague at Equitable Advisors
Salisbury, North Carolina, United States, United States
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TM
Thomas Mcgregor
Colleague at Equitable Advisors
Greenville, South Carolina, United States, United States
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Dylan Mcdonald
Colleague at Equitable Advisors
Dallas-Fort Worth Metroplex, United States
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TB
Trevor Borgschatz
Colleague at Equitable Advisors
Greater Sacramento, United States
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MW
Matthew Whiting
Colleague at Equitable Advisors
East Amherst, New York, United States, United States
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HR
Hiram Ramirez-Rangel
Colleague at Equitable Advisors
United States, United States
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LM
Laura Marquard, Cfp®
Colleague at Equitable Advisors
Irving, Texas, United States, United States
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Quick answers generated from the profile data available on this page.
James W. Taylor works for Equitable Advisors.
James W. Taylor is listed as Retirement Planning Specialist at Equitable Advisors at Equitable Advisors.
AeroLeads has found 1 work email signal at @equitable.com for James W. Taylor at Equitable Advisors.
James W. Taylor is based in Fort Worth, Texas, United States while working with Equitable Advisors.
James W. Taylor has worked for Equitable Advisors, Axa Advisors, Llc, and Eq Financial Consultants.
James W. Taylor's colleagues at Equitable Advisors include Valorie Gast, Bryant Lundahl, Cfp®, Chfc, Clu, Greg Rexford, Erin Spencer, and Thomas Mcgregor.
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.
James W. Taylor holds Certificate, Wharton Retirement Planning Program from University Of Pennsylvania - The Wharton School.
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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