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Our financial advice team


R Jeff Taylor Ameriprise Financial Advisor

R Jeff Taylor

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Taylor Private Wealth Management
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 41 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies

Interests

Most of my time out of the office is spent with my family.My wife and I were married in 1997 and we have two sons, one a mathlete,musician and self-professed computer nerd that wants nothing more than to get into college early and the other a total outdoorsman that can usually be found with a fishing pole in his hand or daydreaming about becoming a Marine.We all enjoy spending many of our weekends and holidays at our ranch in Stephenville, TX and being outdoors together.I'm also a huge motorsports enthusiast and spend a lot of time in my garage wrenching on my hobby car or putting my racecar through its paces on the track at Motorsport Ranch.

Community participation

Northwood Church Community Outreach and Home Makeover Volunteer

Susan G. Komen Foundation Annual Supporter

Awards & recognition

  • Five Star Wealth Manager, 2012-2016
  • Ameriprise Circle of Success, 1999-2011

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • University of Texas at Arlington, B.A., Business Communications