Rob Taylor Email & Phone Number

PHILOSOPHY:“I get excited when the stuff people really care about, like their financial future, becomes easier for them because they know they can put their confidence and trust in my ability to help them. My clients can focus on what they need to do to drive their lives forward – instead of worrying about what form to fill out or where to get potential solutions concerning their finances.” “It doesn’t take long for anyone who gets to know me to notice that planning and teaching run in my veins. I bring the same enthusiasm and love I share as an advisor to most things in my life – including a passion for communicating ideas. I have a keen ability to paint clear pictures of detailed concepts so they are easily understood.”BIOGRAPHY:Before becoming a financial professional, Rob spent twenty years in the Aerospace Defense Industry of Southern California. As a business owner, Rob manufactured and fabricated components for the nation’s largest defense contractors. This experience provided him with valuable insights into the most important values for individuals and businesses alike: honesty, trust, passion, and integrity. Rob’s passion for helping people led him into the financial services industry after seeing so many family members and friends suffer from the economic downturn of 2001-2002. Rob capitalized on his previous business experience and quickly became a leader for a large multinational financial services firm. Rob has now teamed up with Global View Capital Advisors and is building a large practice servicing clients nationwide. Rob’s office is based in Winston Salem, NC where he lives with his wife Liz and their dog Grace.

Listed skills include Strategic Partnerships, Qualified Retirement Plans, Financial Planning, Employee Benefits, and 7 others.