Taylor Cheney

WORK HISTORY

EDUCATION

SKILLS

ABOUT TAYLOR CHENEY

I help build, manage, preserve and transition wealth for select individuals, families, businesses, and institutions. The four cornerstones of wealth include investments, risk management, liability management, and estate trust & fiduciary services. I do this through a rigorous process beginning with listening & understanding my clients individual needs. Developing comprehensive strategies & solutions to meet those needs using independent, objective, unbiased & cost effective advice. Implementing the strategies with the permission of my clients. Then reviewing, evaluating, and adjusting the strategies when my clients lives change or when there are material changes within the markets. I earned an integrative degree in Engineering, Economics, & Business from the University of North Texas and have been practicing wealth management for 7 years. Wells Fargo Advisors strength, stability, and endless resources allow me to truly be an irreplaceable asset in my clients lives. This information is intended for use by residents of AR, AZ, CA, CO, CT, FL, GA, KY, LA, NC, NY, OK, TN, TX, and WY Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social