Jim Taylor

Jim Taylor, CFP®
Premier Banker

221 E Main St

Hendersonville, TN 37075-2543

About me

Background

Jim Taylor is Premier Banker and Certified Financial Planner™ (CFP®) professional with 21 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Serving as the single point of contact, backed by a team of specialists committed to providing the highest level of care, Jim’s daily goal is to put his clients first and build their confidence and trust through high-touch attention, in-depth conversations, and technology.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
Tennessee Tech University

Personal interests

Jim's family lives in Hendersonville and enjoys spending their free time outside walking, riding bikes, and traveling to new places.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

To
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