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Dan Taylor

Dan Taylor

SVP

Followers of Dan Taylor994 followers
location of Dan TaylorGreenville-Washington, North Carolina Area

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  • Timeline

  • About me

    President, Taylor Wealth Management

  • Education

    • College for Financial Planning

      1987 - 1989
      Certified financial planner

    • Campbell University, Lundy-Fetterman School of Business

      1983 - 1987
      Bachelor of Business Administration (BBA) Trust Management

  • Experience

    • Wells Fargo Private Bank

      Jan 1900 - Oct 2016
      SVP

    • Taylor Wealth Management LLC

      Jan 2017 - now
      President

      Provides investment management and financial planning

  • Licenses & Certifications

    • Certified Financial Planner

      College for Financial Planning
      Jun 1989

  • Honors & Awards

    • Awarded to Dan Taylor
      Eagle Scout Boy Scouts of America
    • Awarded to Dan Taylor
      Honorary Kentucky Colonel Commonwealth of Kentucky