“One of my favorite things about interacting with my clients is being able to listen to their needs and give thoughtful advice to help them arrive at the best possible solution for their specific situation.”
Taylor joined Carroll Financial in July 2017. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and Certified Investment Management Analyst®. Taylor graduated with honors from Virginia Polytechnic Institute and State University. He holds a Bachelors of Science in Finance with a concentration in financial planning as well as a Bachelors of Science in Accounting Information Systems. As a CERTIFIED FINANCIAL PLANNERTM practitioner, Taylor puts an emphasis on continuing to grow his knowledge base as the financial planning and investment world continues to evolve.
Taylor focuses on planning for the long-term through retirement planning, college planning and investment management using a patient and planned approach. He works closely with clients, primarily established in their careers, to craft a plan that fits their ever-evolving needs. He is also part of the Investment Management Team. He is responsible for trading in client accounts, researching investment ideas, and participating in investment committee meetings.
A Virginia native for his whole life, Taylor now lives in the heart of South End. Throughout the week, you can find him trying new restaurants, competing in water polo with the Charlotte Sharks, playing a round of golf with friends, or cheering on the Virginia Tech Hokies.
Taylor is the host of Dollars Making Sense Podcast. Dollars Making Sense is a show about personal finance, life and not-so-common common sense. Learn more about the podcast at the Dollars Making Sense Website.
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