Vice President & Financial Consultant
As a Chartered Retirement Planning Counselor (CRPC®), Mr. Taylor works with individuals, families and businesses on developing their wealth management goals and plans. As a CRPC®, Mr. Taylor provides skills to help clients plan for and live a comfortable retirement. Furthermore, his approach to wealth management is a comprehensive strategy based on his client’s personal goals and plans for the client’s family as well as his or her profession or business. Investment strategies are developed based on the client’s risk/reward profile and investment objectives, then managed with a 5 step risk management strategy.
Mr. Taylor is a Chartered Retirement Planning Counselor™ which involves an intensive course of study around retirement lifestyle planning for income, asset accumulation, and optimal strategies for generating income from retirement assets. He is also a Financial Consultant and licensed for insurance in life and health, annuities and long term care. Mr. Taylor has a B.S. in finance and economics with an MBA in finance from The Ohio State University. He has over 25 years of investment and wealth management experience. With his experience and the extensive resources of NBC Securities, he can provide help and information with practically any question or concern the client may have on investments, retirement, insurance, trust services and estate planning for the client, the client’s children and client’s parents. Also, as part of a team with over 45 years of combined experience, his clients have substantial experience to support them.
Mr. Taylor is married and has two daughters, and four grandchildren. Mr. Taylor believes in staying active in the community, and has taught many educational seminars on retirement, estate, and long-term care planning. As a member of the St. John Baptist Parish in New Freedom, PA, he is a multiple-term member of the parish council, served on the finance and rectory development committees, and was chairman of the New Church Development Fund, which raised $1.5 million.
- B.S. in Finance and Economics – The Ohio State University
- MBA in Finance – The Ohio State University
- Chartered Retirement Planning Counselor (CRPC®)
Areas of Focus
- Private Wealth Management
- Institutional Wealth Management
- Portfolio Management
- Retirement Planning
- Life Insurance
- Health Insurance
- LTC Insurance
- Long-Term Care Planning