Joshua Taylor, NSSA, BFA™️

Regional Director at Financial Distributors Group
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Contact Information
us****@****om
(386) 825-5501
Location
Boone, US

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Credentials

  • NSSA Certification
    Premier NSSA
    Jan, 2018
    - Nov, 2024
  • Behavioral Financial Advisor
    Kaplan Higher Education
  • Series 7, Series 6, Series 65, & Series 63
    FINRA (Financial Industry Regulatory Authority)

Experience

  • Financial Distributors Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Regional Director
      • Oct 2023 - Present

      Independent Wholesaler, Partnering with Financial Advisors in the Carolinas, Tennessee, & Georgia. Offering up a comprehensive suite of financial solutions tailored specifically to a clients financial goals. Being an Independent wholesaler, and using an IMO distribution model, my focus isn’t representing a single firm. My focus is on researching and delivering the best financial products in the marketplace for the advisors I serve. Whatever the financial need or goal a… Show more Independent Wholesaler, Partnering with Financial Advisors in the Carolinas, Tennessee, & Georgia. Offering up a comprehensive suite of financial solutions tailored specifically to a clients financial goals. Being an Independent wholesaler, and using an IMO distribution model, my focus isn’t representing a single firm. My focus is on researching and delivering the best financial products in the marketplace for the advisors I serve. Whatever the financial need or goal a client has, I have a solution. Show less Independent Wholesaler, Partnering with Financial Advisors in the Carolinas, Tennessee, & Georgia. Offering up a comprehensive suite of financial solutions tailored specifically to a clients financial goals. Being an Independent wholesaler, and using an IMO distribution model, my focus isn’t representing a single firm. My focus is on researching and delivering the best financial products in the marketplace for the advisors I serve. Whatever the financial need or goal a… Show more Independent Wholesaler, Partnering with Financial Advisors in the Carolinas, Tennessee, & Georgia. Offering up a comprehensive suite of financial solutions tailored specifically to a clients financial goals. Being an Independent wholesaler, and using an IMO distribution model, my focus isn’t representing a single firm. My focus is on researching and delivering the best financial products in the marketplace for the advisors I serve. Whatever the financial need or goal a client has, I have a solution. Show less

  • TruStage
    • United States
    • Financial Services
    • 700 & Above Employee
    • Regional Vice President
      • Feb 2011 - Aug 2023

      Regional Sales Director at CUNA Mutual for the Southeastern US. Distribution area covers Arkansas, Louisiana, Tennessee, Alabama, Mississippi, Georgia, Florida, North Carolina, South Carolina, & Virginia. Responsible for the distribution of all lines of Annuity products within the Credit Union Channel that CUNA supports. Regional Sales Director at CUNA Mutual for the Southeastern US. Distribution area covers Arkansas, Louisiana, Tennessee, Alabama, Mississippi, Georgia, Florida, North Carolina, South Carolina, & Virginia. Responsible for the distribution of all lines of Annuity products within the Credit Union Channel that CUNA supports.

  • Sun Life
    • Financial Services
    • 700 & Above Employee
    • Regional Vice President, Southeast
      • Sep 2009 - Feb 2011

      Regional Wholesaler for the states of Georgia, Alabama and Mississippi. Responsible for the distribution of Variable Annuities manufactured by Sun Life Financial within the bank and Financial Institution channel in the SE. Regional Wholesaler for the states of Georgia, Alabama and Mississippi. Responsible for the distribution of Variable Annuities manufactured by Sun Life Financial within the bank and Financial Institution channel in the SE.

  • John Hancock Investment Management
    • United States
    • Investment Management
    • 300 - 400 Employee
    • Regional Vice President, Southeast
      • Jul 2007 - Jun 2009

      Regional wholesaler for John Hancock within Bank Channel. Responsible for the distribution of all annuity lines and 529 plans within the Southeastern US. Regional wholesaler for John Hancock within Bank Channel. Responsible for the distribution of all annuity lines and 529 plans within the Southeastern US.

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Internal Annuity Wholesaler
      • Feb 2001 - Jul 2007

      Regional Internal Wholesaler and IRA Specialist for First Union and Wachovia Securities for the state of Georgia. Was employed to distribute annuity products within the bank channel to all reps within the state of Georgia. Worked throughout the prior mergers of Both First Union and Wachovia Securities prior to the acquisition by Wells Fargo. Regional Internal Wholesaler and IRA Specialist for First Union and Wachovia Securities for the state of Georgia. Was employed to distribute annuity products within the bank channel to all reps within the state of Georgia. Worked throughout the prior mergers of Both First Union and Wachovia Securities prior to the acquisition by Wells Fargo.

Education

  • University of Alabama
    Business Administration and Management, General
  • Morningstar School of Ministrty, Charlotte, NC
    Theological and Ministerial Studies

Community

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