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John A. Taylor CRPC®, CRC®, PRP®, RICP®

John A. Taylor CRPC®, CRC®, PRP®, RICP®

Produce Department

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  • Timeline

  • About me

    Senior Vice President-Investment Officer, Wells Fargo Advisors- Financial Advisor

  • Education

    • Mars Hill University

      1986 - 1990
      BA History - Business(minor)

      Activities and Societies: -Student Government Vice President -Alpha Phi Omega Fraternity -Chairman of the Mars Hill Delegation of the North Carolina Student Legislature

  • Experience

    • Ukrop's Super Markets, Inc.

      Jan 1985 - Jan 1992
      Produce Department

    • Wachovia Securities, LLC

      Nov 1992 - Mar 2000
      Mutiple Positions

      -Retirement Plans Marketing Specialist July 1998-March 2000-Associate Retirement Plans Marketing Specialist July 1996-July 1998-Mutual Fund and Annuity Marketing Representative July 1995-July 1996-Operations Liaison, Direct Investment Department May 1994-July 1995-Automated Customer Account Transfer Specialist (ACATS) July 1993-May 1994-New Accounts Specialist November 1992-July 1993

    • ING

      Mar 2000 - Jan 2002
      Qualified Plan Wholesaler

      - Qualified Plan Wholesaler for ING ReliaStar and ING-Aetna for Virginia, North Carolina, Tennessee, West Virginia, Washington, D.C. and Baltimore.

    • Wachovia Securities, LLC

      Jan 2002 - Sept 2005
      Retirement Plan Senior Sales Specialist

      - Managed qualified plan sales for the Southern half of the United States from Virginia to California.

    • Wachovia Corporation

      Sept 2005 - Aug 2007
      Retirement Channel Manager

      -Member of Wachovia Corporation’s retirement strategies development team and manager of the Wachovia Securities relationship for individual and family retirement strategies.

    • AllianceBernstein

      Aug 2007 - Feb 2009
      Wealth Planning Director

      Field force manager for AllianceBernstein's Individual Retirement program.

    • Northwestern Mutual

      Aug 2009 - Apr 2011
      Wealth Management

      Wealth Management Advisor

    • Wells Fargo Advisors

      Mar 2011 - now

      After 12 years of being part of wonderful partnership, my business partners Taylor Waller and David Mathews have retired as of April 30, 2023. I am excited to carry on the legacy that we built together over many years under our new team name, "The Taylor/Anderson/Waller Financial Group." In addition to myself, our team of Financial Advisors consists of Will Anderson a 27 year veteran of the Financial Services Industry, and Marshall Waller, a third generation Waller to be part of the long rich history started by "T" Waller, his grandfather, many years ago. Show less

      • Senior Vice President-Investment Officer

        May 2023 - now

      • Senior Vice President-Investment Officer - Financial Advisor

        Mar 2011 - Apr 2023

  • Licenses & Certifications

    • Retirement Income Certified Professional®

      The American College of Financial Services
      Nov 2014

    • Certified Retirement Counselor®

      The International Foundation for Retirement Education
      Jan 2007

    • Plansponsor Retirement Professional®

      Plansponsor Institute
      May 2005

    • Chartered Retirement Planning Counselor®

      College for Financial Planning
      Feb 1998

    • FINRA 7,66,63

      Financial Industry Regulatory Authority (FINRA)
      Jan 1995

    • Life and Health Insurance

      Commonwealth of Virginia
      Jan 1995

  • Volunteer Experience

    • Member

      Issued by The West Richmond Rotary Club on Jan 2022
      The West Richmond Rotary ClubAssociated with John A. Taylor CRPC®, CRC®, PRP®, RICP®