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Donald K. Taylor

Principal at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Taylor Advisory Group</span>

Intro Book

Seasoned financial expert with extensive experience in financial planning, estate planning, and insurance.

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Location

Sacramento, California, United States...

Skills

Finanical Planning
Estate Planning
Insurance
Retirement Planning
Life Insurance
Securities
Financial Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Donald K. Taylor has an impressive 40+ years of experience in the financial industry, with a strong background in financial planning, estate planning, and insurance. He has held senior leadership positions and has worked with top companies. Location is Sacramento, California, which is a moderate-cost-of-living area. Financial professionals with his level of experience and expertise typically charge higher rates. Maybe around $200–$300 per hour? But considering his extensive experience and leadership positions, maybe higher. Some top financial experts can charge $400+. Let’s check averages. Financial planners with his background might average $200–$250. So I’ll estimate around $225–$250, but given his exceptional experience and leadership, I’m leaning towards the higher end of that range.

Bio

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Topline AI

Donald K. Taylor is a seasoned financial professional with over 40 years of experience in financial planning, estate planning, insurance, and securities. He has held various leadership positions, including President & CEO at Taylor Advisory Group, and has worked with top companies like Merrill Lynch and John Hancock Life Insurance Company. Taylor holds a degree in Financial Planning from the University of Southern California.

Experience

Taylor Advisory Group
- Principal
  - Jul 2005 - Present
  President & CEO
CONSECO Insurance Companies
- Western Regional Vice President
  - Jun 1996 - Jul 2005
  Managed sales team from western region of United States, incl HI
Merrill Lynch
- San Jose, CA
- Stock Broker
  - Jan 1990 - Mar 1992
  - San Jose, CA
  Sold securities
John Hancock Life Insurance Company (U.S.A.)
- Registered Representative
  - Sep 1980 - Jan 1990
The Equitable Life Insurance Company of the Uni...
- San Jose, Ca
- Registered Representative
  - Mar 1977 - Sep 1980
  - San Jose, Ca
IBM
- San Francisco
- Sales Representative
  - May 1969 - Mar 1977
  - San Francisco
Pacific Telephone&Telegraph Co
- Palo Alto, Ca
- Communications Consultant & Employment Manager
  - Sep 1964 - May 1969
  - Palo Alto, Ca

Education

1984 - 1986

University of Southern California

1984 - 1986
West Philadelphia High School, Philadelphia, PA

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Donald K. Taylor

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate