Jeff Taylor

About Jeff Taylor

I am a principal and co-founder of Crescent Wealth Advisory, which I launched in 2016. I along with the Crescent Wealth team offer solutions to clients that are in line with both their plans and their values. When clients face lifetime milestones and critical business decisions, they turn to myself for insightful, objective and actionable advice. In 2003, my partner Tim Wyrobek and I founded Crescent Wealth Management, a high-touch, specialty insurance advisory firm. I began my career as a financial planner with Lincoln Financial Advisors. I have been profiled in Forbes (2010), and recognized by University of Georgia Alumni Association, who selected Crescent Wealth Management as 100 fastest growing alumni-owned businesses (“Bulldog 100”, 2010). I achieved “Top of the Table” status with the Million Dollar Round Table, The Premier Association of Financial Professionals®, a global, independent association of more than of the world’s leading life insurance and financial services professionals from more than 500 companies in 67 countries. I earned a BBA from University of Georgia.Professional Designations and Associations Member of the Financial Planning Association of Georgia Member of the Association for Advanced Life Underwriting (AALU) Professional and Community Involvement Active supporter of MedShare, After School All-Stars, and Children’s Healthcare of Atlanta

Experience

1. Founder Principal

   Crescent Wealth Advisory

   Mar 2017 — Present · Atlanta, GA, US

   Crescent Wealth Advisory is an SEC-registered investment advisor created with the specific objective of providing distinctive asset management services for an exclusive clientele, whose complex needs and objectives demand sophisticated solutions of a singular quality.

Education

• University of Georgia - Terry College of Business

  BBA, Finance

  1995 — 1999

Skills

• Wealth Management
• Employee Benefits
• Life Insurance
• Insurance
• Wealth