Jack Taylor, CFP^®

Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

The STK Group of Truist Investment Services, Inc.

My name is Jack Taylor and I'm a senior managing director and financial advisor with Truist Investment Services. I'm a certified financial planner professional. Forbes magazine lists me as a top wealth advisor in North Carolina. My team and I are located in Raleigh with a focus on Central and Eastern North Carolina but also have clients in over 25 states. We manage more than $1 billion in assets. So we have the capability and experience to work with clients from all financial backgrounds. My focus with clients is on financial planning and helping with cash flow management. Clients often come to us with their accumulated savings from decades of work and want us to help them develop a plan to make sure they can maintain the lifestyle they've grown accustomed to and to accomplish their goals of leaving an inheritance or making charitable gifts or buying a second home. The service level our team provides along with the backing of our firm and the Truist Wealth team, allows us to help our clients reach these goals. We have all the resources of a large bank behind us but with the boutique feel of a small brokerage firm. Thank you for your interest in me and my team and we look forward to talking with you soon.