Jo-Ann Taylor

Jo-Ann Taylor Email and Phone Number

Managing Partner at Legacy Trust Advisors, LLC @
Jo-Ann Taylor's Location
Birmingham, Alabama, United States, United States
Jo-Ann Taylor's Contact Details

Jo-Ann Taylor personal email

n/a
About Jo-Ann Taylor

I work closely with Plaintiff Attorneys, Special Needs & Elder Law Attorneys and Settlement Planning Consultants to provide Special Needs Trust to personal injury victims primarily in the southeast. Prior to joining Argent Trust, I have worked with both large bank trust departments and mid-size trust companies.

Jo-Ann Taylor's Current Company Details
Legacy Trust Advisors, LLC

Legacy Trust Advisors, Llc

Managing Partner at Legacy Trust Advisors, LLC
Jo-Ann Taylor Work Experience Details
  • Legacy Trust Advisors, Llc
    Managing Partner
    Legacy Trust Advisors, Llc Jan 2011 - Present
    Birmingham, Alabama Area
  • Argent Financial Group, Inc.
    Senior Vice President
    Argent Financial Group, Inc. Nov 2007 - Jan 2011
    View

Jo-Ann Taylor Skills

Trust Administration Client Management Public Benefits Preservation Wealth Management Asset Management Elder Law Wealth Investment Advisory Investment Management Financial Services Estate Planning Strategic Financial Planning Trusts Financial Planning Investments Management Finance Insurance Litigation Strategic Planning

Jo-Ann Taylor Education Details

Frequently Asked Questions about Jo-Ann Taylor

What company does Jo-Ann Taylor work for?

Jo-Ann Taylor works for Legacy Trust Advisors, Llc

What is Jo-Ann Taylor's role at the current company?

Jo-Ann Taylor's current role is Managing Partner at Legacy Trust Advisors, LLC.

What is Jo-Ann Taylor's email address?

Jo-Ann Taylor's email address is jt****@****ney.com

What is Jo-Ann Taylor's direct phone number?

Jo-Ann Taylor's direct phone number is +131825*****

What schools did Jo-Ann Taylor attend?

Jo-Ann Taylor attended University Of Central Florida - College Of Business Administration.

What skills is Jo-Ann Taylor known for?

Jo-Ann Taylor has skills like Trust Administration, Client Management, Public Benefits Preservation, Wealth Management, Asset Management, Elder Law, Wealth, Investment Advisory, Investment Management, Financial Services, Estate Planning, Strategic Financial Planning.

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