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Sam Taylor

Sam Taylor

Human Resource Director

Followers of Sam Taylor1000 followers
location of Sam TaylorJackson, Mississippi, United States

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  • Timeline

  • About me

    Founder and CEO at Wealthview Capital, LLC

  • Education

    • Louisiana Tech University

      -
      Master’s Degree Human Relations and Supervision

    • Louisiana Tech University

      -
      Bachelor’s Degree Psychology

  • Experience

    • John E Chance & Associates

      Sept 1981 - Sept 1983
      Human Resource Director

      Human resource director for a worldwide engineering firm.

    • Howard, Weil, Labouisse, Friedrichs & Company

      Oct 1983 - May 1986
      Financial Advisor

      Began career as a financial advisor specializing in tax-exempt municipal bonds.

    • Morgan Keegan & Co Inc

      May 1986 - Jan 1994
      Financial Advisor

      Worked as a retail financial advisor and an institutional investment management consultant.

    • Wachovia Securities Financial Network

      Jan 1994 - Mar 2005
      Financial Advisor

      Led a team of professionals (Taylor Investment Group) offering full-service, fee-based investment management and consulting services to a diverse group of clientele throughout the United States.

    • Taylor Capital Management

      Mar 2005 - May 2009
      President

      Owned and operated an OSJ (Office of Supervisory Jurisdiction) for Wachovia Securities Financial Network.

    • Wealthview Capital, LLC

      May 2009 - now
      Founder and CEO

      Founded WVC, a fee-only registered investment advisory firm after a 25 year career in the financial services industry.

  • Licenses & Certifications

    • Accredited Investment Fiduciary

      Center for Fiduciary Studies
      Jan 2010

    • Certified Investment Management Analyst

      Investment Management Consultants Association
      Jan 1996

    • Chartered Retirement Planning Counselor

      College for Financial Planning
      Jan 1999

  • Honors & Awards

    • Awarded to Sam Taylor
      FA's RIA Ranking Financial Advisor 2016 Wealthview Capital, LLC was ranked in the top Register Investment Advisors (RIA) by publication Financial Advisor for the year 2015 and 2016