Taylor Whitt, Cfp® Email and Phone Number
Taylor Whitt, Cfp® work email
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Taylor Whitt, Cfp® personal email
Taylor Whitt, Cfp® phone numbers
I grew up watching my dad grow his own business and work hard at doing it. From his example, I learned about leadership, discernment, and hard work, attributes I hoped to master as I progressed in life. However, in order to master the skills my dad portrayed so well, I knew sitting back and hoping would not be enough, so I engaged in experiences that would develop my leadership ability, deepen my discernment, and teach me how to work hard. I learned a great deal of skills, and accomplished things I never thought possible simply because I sought out challenges and experiences that would shape me into a successful leader and ultimately bring me to where I am today.Equally important to my learning experiences is the relationships I build during my lifetime. I find great value in building relationships with people around me, because the reality is that I simply cannot accomplish things, or succeed on my own. I believe that success derives from generosity. Many people in my life have been generous enough to introduce me to new opportunities, help me accomplish a task, and provide mentorship. Because of the generosity I have received, I cannot help but return the same to others around me. It is exactly why I am in the business of helping people.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Truxton Trust Company and Truxton Securities are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Truxton Securities, and may also be employees of Truxton Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Truxton Trust Company or Truxton Securities. Securities and insurance offered through LPL or its affiliates are: *Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not a Bank Deposit or Obligation |May lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.
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Vice PresidentCairn Financial GroupNashville, Tn, Us -
Financial PlannerCairn Financial Group Apr 2022 - PresentNashville, Tennessee, United States -
Associate Wealth AdvisorTruxton Trust Aug 2018 - Apr 2022Greater Nashville Area, Tn -
Relationship ManagerWellness Financial Advisors Sep 2016 - Aug 2018Greater Nashville Area, Tn
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Agency Licensing & Contracting CoordinatorCapstone Partners Financial And Insurance Services Jun 2014 - Aug 2016 -
Financial RepresentativeEnvision Wealth Group Jan 2013 - Apr 2014Irvine, CaDevelop clientele through various methods of cold calling, referrals, networking, and relationship building.- Build and maintain strong relationships with clients by continually organizing and adjusting their financial life.- Discern individual needs by implementing plans and products that will ensure an optimal financial future.- Personally manage a business that necessitates self-motivation, and an excellent work ethic.
Taylor Whitt, Cfp® Skills
Taylor Whitt, Cfp® Education Details
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Business Administration And Management, General
Frequently Asked Questions about Taylor Whitt, Cfp®
What company does Taylor Whitt, Cfp® work for?
Taylor Whitt, Cfp® works for Cairn Financial Group
What is Taylor Whitt, Cfp®'s role at the current company?
Taylor Whitt, Cfp®'s current role is Vice President.
What is Taylor Whitt, Cfp®'s email address?
Taylor Whitt, Cfp®'s email address is ta****@****sfa.com
What is Taylor Whitt, Cfp®'s direct phone number?
Taylor Whitt, Cfp®'s direct phone number is +170797*****
What schools did Taylor Whitt, Cfp® attend?
Taylor Whitt, Cfp® attended Biola University.
What skills is Taylor Whitt, Cfp® known for?
Taylor Whitt, Cfp® has skills like Public Speaking, Licensed Life Insurance Agent, Event Planning, Money Management, Microsoft Office, Positivity, Leadership, Video Editing, Social Media, Powerpoint, Fundraising, Facebook.
Who are Taylor Whitt, Cfp®'s colleagues?
Taylor Whitt, Cfp®'s colleagues are Sirkka Wood.
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