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Sam Taylor profile image

Sam Taylor

Founder and CEO at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Wealthview Capital, LLC</span>
Intro Book
Seasoned financial expert with 30+ years of experience in investments, wealth management, and entrepreneurship.
  • Claim this Profile
Location
Jackson, Mississippi, United States, US
Skills
  • Strategic Planning
  • Investments
  • Wealth Management
  • Public Speaking
  • Business Development
  • Show all
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Bio

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Sam Taylor is a seasoned financial expert with 30+ years of experience in investments, wealth management, and entrepreneurship. He has founded and led multiple companies, including Wealthview Capital, LLC, and has held various leadership positions at Taylor Capital Management and Wachovia Securities Financial Network. He holds advanced degrees in Human Relations and Supervision and Psychology from Louisiana Tech University and has earned certifications as an Accredited Investment Fiduciary, Chartered Retirement Planning Counselor, and Certified Investment Management Analyst.

Credentials

  • Accredited Investment Fiduciary
    Center for Fiduciary Studies
    Jan, 2010
    - Jun, 2026
  • Chartered Retirement Planning Counselor
    College for Financial Planning
    Jan, 1999
    - Jun, 2026
  • Certified Investment Management Analyst
    Investment Management Consultants Association
    Jan, 1996
    - Jun, 2026

Experience

  • Wealthview Capital, LLC
    • Jackson, Mississippi
    • Founder and CEO
      • May 2009 - Present
      • Jackson, Mississippi

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

  • Taylor Capital Management
    • Jackson, Mississippi
    • President
      • Mar 2005 - May 2009
      • Jackson, Mississippi

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

  • Wachovia Securities Financial Network
    • Jackson, Mississippi
    • Financial Advisor
      • Jan 1994 - Mar 2005
      • Jackson, Mississippi

      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
    • Jackson, Mississippi
    • Financial Advisor
      • May 1986 - Jan 1994
      • Jackson, Mississippi

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

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

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

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

      Human resource director for a worldwide engineering firm.

Education

  • Louisiana Tech University
  • Louisiana Tech University

Suggested Services

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Industry Focus. “Investment Banking”

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