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Taylor Whitt, CFP®

Taylor Whitt, CFP®

Financial Representative

Followers of Taylor Whitt, CFP®1000 followers
location of Taylor Whitt, CFP®Nashville Metropolitan Area

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  • Timeline

  • About me

    Comprehensive Financial Planning for High Income Working Professionals

  • Education

    • Biola University

      2008 - 2012
      Bachelor of Science (B.S.) Business Administration and Management, General

  • Experience

    • Envision Wealth Group

      Jan 2013 - Apr 2014
      Financial Representative

      Develop 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.

    • Capstone Partners Financial and Insurance Services

      Jun 2014 - Aug 2016
      Agency Licensing & Contracting Coordinator

    • Wellness Financial Advisors

      Sept 2016 - Aug 2018
      Relationship Manager

    • Truxton Trust

      Aug 2018 - Apr 2022
      Associate Wealth Advisor

    • Cairn Financial Group

      Apr 2022 - now
      Financial Planner

  • Licenses & Certifications

    • Life, Accident & Health Insurance

      Tennessee Department of Commerce and Insurance
      Jun 2019

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Apr 2018
      View certificate certificate