Sam Taylor

Founder and CEO at Wealthview Capital, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Jackson, Mississippi, United States, US
Skills

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Bio

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Credentials

  • Accredited Investment Fiduciary
    Center for Fiduciary Studies
    Jan, 2010
    - Oct, 2024
  • Chartered Retirement Planning Counselor
    College for Financial Planning
    Jan, 1999
    - Oct, 2024
  • Certified Investment Management Analyst
    Investment Management Consultants Association
    Jan, 1996
    - Oct, 2024

Experience

  • Wealthview Capital, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Founder and CEO
      • May 2009 - Present

      Founded WVC, a fee-only registered investment advisory firm after a 25 year career in the financial services industry. Founded WVC, a fee-only registered investment advisory firm after a 25 year career in the financial services industry.

  • Taylor Capital Management
    • United States
    • Financial Services
    • President
      • Mar 2005 - May 2009

      Owned and operated an OSJ (Office of Supervisory Jurisdiction) for Wachovia Securities Financial Network. Owned and operated an OSJ (Office of Supervisory Jurisdiction) for Wachovia Securities Financial Network.

  • Wachovia Securities Financial Network
    • Financial Services
    • 100 - 200 Employee
    • Financial Advisor
      • Jan 1994 - Mar 2005

      Led a team of professionals (Taylor Investment Group) offering full-service, fee-based investment management and consulting services to a diverse group of clientele throughout the United States. Led a team of professionals (Taylor Investment Group) offering full-service, fee-based investment management and consulting services to a diverse group of clientele throughout the United States.

  • Morgan Keegan & Co Inc
    • Financial Advisor
      • May 1986 - Jan 1994

      Worked as a retail financial advisor and an institutional investment management consultant. Worked as a retail financial advisor and an institutional investment management consultant.

  • Howard, Weil, Labouisse, Friedrichs & Company
    • Financial Advisor
      • Oct 1983 - May 1986

      Began career as a financial advisor specializing in tax-exempt municipal bonds. Began career as a financial advisor specializing in tax-exempt municipal bonds.

  • John E Chance & Associates
    • Human Resource Director
      • Sep 1981 - Sep 1983

      Human resource director for a worldwide engineering firm. Human resource director for a worldwide engineering firm.

Education

  • Louisiana Tech University
    Master’s Degree, Human Relations and Supervision
  • Louisiana Tech University
    Bachelor’s Degree, Psychology

Community

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