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R Jeff Taylor, Private Wealth Advisor serving the Hurst, TX area - Ameriprise Advisors

R Jeff Taylor

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Taylor Private Wealth Management
24
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 37 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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.

Awards & recognition

  • Ameriprise Diamond Ring Club, 2020
  • Ameriprise Circle of Success, 2011, 2013, 2015-2020
  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2012-2016

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

Community participation

Northwood Church Community Outreach and Home Makeover Volunteer

Susan G. Komen Foundation Annual Supporter