William Taylor
Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth
- Role
- Director, Financial Advisor, Truist Investment Services Inc, Truist Wealth at Truist Wealth
- Location
- Charlottesville, VA, US
- LinkedIn followers
- 500 followers
About William Taylor
Guiding real estate investors, business owners and retirees through life’s financial…
Experience
Director, Financial Advisor, Truist Investment Services Inc, Truist Wealth
Jan 2021 — Present
Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:
Education
Hampden-Sydney College
BA, Religion
2004 — 2008
McIntire Business Institute at the University of Virginia
Certificate Program, Accounting, Finance, Marketing and Management
2009 — 2009
Virginia Commonwealth University - School of Business
Executive MBA, Concentration in Heathcare Management
2018 — 2020
Skills
- Financial Analysis
- Wealth Management
- Credit Analysis
- Investments
- Equity Research
- Mergers & Acquisitions
- Financial Planning
- Private Placements
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