Taylor Winn
President Wealth Advisor @Buckhead Wealth Management
Atlanta, GA, US
EMAILS
t•••••@buckheadwealth.com
MOBILE NUMBERS
+14•••••••20
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WORK HISTORY
Apr 2008 — Present
President Wealth Advisor @Buckhead Wealth Management
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Atlanta, GA, US
Buckhead Wealth Management is a team of experienced asset managers with the objective of preserving our client\'s assets while seeking opportunities for growth. We strive to achieve our client related goals through the on-going process of portfolio governance, security selectivity, and a disciplined value oriented investment strategy by means of US and global securities and bonds.
SKILLS
Wealth ManagementInvestment StrategiesCapital MarketsSeries 3Asset AllocationPortfolio ManagementFixed IncomeEquitiesSeries 7Private EquityBondsSeries 63Series 31InvestmentsFinancial AnalysisFinanceFinancial ModelingMutual FundsFinancial ServicesFinancial AdvisoryFinraAlternative InvestmentsAsset ManagementEquity ResearchUniform Combined State LawValuationSecurities
ABOUT TAYLOR WINN
Securities and Advisory services offered through LPL Financial, a Registered Investment…
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