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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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 27 reviews

EMAIL
PHONE
BUSINESS MOBILE
817.601.1970
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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

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

Awards & recognition

  • Ameriprise Diamond Ring Club, 2020
  • Ameriprise Circle of Success, 2011, 2013, 2015-2023
  • Taylor Private Wealth Management, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Ultimate Digital Excellence Award, 2022-2023
  • Five Star Wealth Manager, 2012-2016

Community participation

Northwood Church Community Outreach and Home Makeover Volunteer

Susan G. Komen Foundation Annual Supporter

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.