Clarence Taylor

Clarence B. Taylor, Jr. AAMS®, CRPC®
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.
The Price-Taylor Group of Truist Investment Services Inc.

11710 Plaza America Dr

Suite 440,

Reston, VA 20190-4737

Clarence.taylor@truist.com

Phone 703-471-3894

Fax 703-689-0768

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About me

Background

Clarence has helped clients manage their unique financial needs for more than 22 years. He has dedicated his career to delivering a holistic, client-centered approach to retirement and investment planning. Clarence provides a broad array of financial products and services, including comprehensive asset management, wealth preservation, risk management and retirement planning. In addition, Clarence also works with closely held business owners and non-profits to create investment policy statement, investment advisory services and insurance planning. Clarence has earned the Chartered Retirement Planning Counselor SM (CRPC®) and Accredited Asset Management Specialist SM (AAMS®) professional designations. He attended Florida International University and holds FINRA Series 7, 9, 10, 63 and 65 securities registrations and state life and health licenses.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Florida International University 1996

Personal Interests

Clarence currently serves on the board of the Wolf Trap Foundation for the Performing Arts and formerly on the board of the Reston Swim Team Association as co-chair of the winter swim committee. Clarence is a member of The Association of African American Advisors(AAAA). In his leisure time Clarence enjoys playing golf, travel, personal fitness, and cooking. He and his wife, Anne, have been married for more than 20 years and have two daughters, Victoria, and Josephine.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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About Our Process

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My name is Clarence Taylor Jr, and I am a Financial Advisor and Vice President with Truist Investment Services Private Client Group. I specialize in goals-based investing and retirement planning. I hold two professional designations: a Chartered Retirement planning Counselor (CRPC) and an Accredited Asset Management Specialist (AAMS) designation. Although my clients are in various locations around the US, I reside in Reston, Virginia in the Greater Washington Region and have lived in the region for over 20 years. I became a Financial Advisor because it was apparent to me early on in life that I liked to solve problems and that money does not come with instructions. Growing up I have personally experienced interactions with disparity and prosperity alike within communities and my family. The ability to help someone in need and not just give a monetary gift–but the gift of financial knowledge–is rewarding all around. My team, The Price-Taylor Group, along with my Truist Wealth partners, are experienced advisors and planners. As part of our investment process, we use internal and external research to help navigate through the ups and downs of economic cycles. Our asset allocation strategies are built with diversified investment models that consider the clients risk, timeframe and liquidity needs. The Truist investment platform allows our team to employ an open architecture to investing in various assets that will help meet their planning objectives. My investment in the community is ongoing and I’m proud to currently serve on the board of directors of The Wolf Trap Foundation for the Performing Arts. I’m also an annual participant and sponsor for the George Mason University Diversity Scholarship program. Through these philanthropic endeavors, I try to bring opportunities to young people in underserved and minority communities who can become impactful participants in our society. The Price-Taylor Group is dedicated to servicing our clients by focusing on their personal aspirations as well as their families.

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