Jack Taylor

Jack Taylor, CFP®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The STK Group of Truist Investment Services, Inc.

3605 Glenwood Ave

Suite 400,

Raleigh, NC 27612-3908

JTaylor@Truist.com

Phone 919-706-4499

Fax 919-571-9604

Get directions

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About me

Background

Jack Taylor joined Truist Investment Services, Inc. in 2005 and has more than 20 years of experience in wealth management. He focuses on wealth management strategies, income management, and retirement solutions for individuals and their families, as well as servicing the group’s corporate retirement plans. He graduated from Woodberry Forest School before earning a bachelor’s degree in economics at North Carolina State University. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the FINRA Series 7 and 66 registrations and Variable Annuity, Life, Health, and Long-term Care insurance licenses. Jack has also completed BB&T’s, now Truist’s, Leadership Development Program. 

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

Education

B.A. in Economics
North Carolina State University 2002 2006
Woodberry Forest School Graduate
2002
Leadership Development Program Graduate
Truist

Personal Interests

Jack resides in Raleigh with his wife, April, and their daughters Vivienne and Seaton, and son, Thomas.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • 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

Accomplishments

Best-In-State Wealth Advisor**
Forbes 2021 External
Performance Award Winner***
Truist 2021 Internal
Top 25 Financial Advisor Award*
Truist 2021 Internal
Top Next Generation Wealth Advisor**
Forbes 2022 External
Best-In-State Wealth Advisor**
Forbes 2022 External
Performance Award Winner***
Truist 2022 Internal
Top 25 Financial Advisor Award*
Truist 2022 Internal
Best-In-State Wealth Advisor**
Forbes 2023 External
Top 25 Financial Advisor Award*
Truist 2023 Internal
Performance Award Winner***
Truist 2023 Internal
Best-In-State Wealth Advisor**
Forbes 2024 Undefined
Top 25 Financial Advisor Award*
Truist 2024 Internal
Performance Award Winner***
Truist 2024 Internal
*The Truist Top 25 Financial Advisors Award is based on production.

**Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

***The Truist Performance Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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