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

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About me

Background

Jack Taylor joined Truist Investment Services, Inc. in 2005 and has more than 15 years of experience in wealth management. He concentrates on wealth management strategies, income management and retirement solutions for individuals and their families, and services 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 PLANNERTM 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 insurances licenses. Jack has also completed BB&T’s, now Truist’s, Leadership Development Program.

Truist named Jack a Top 25 Financial Advisor** in  2020 and 2023 and selected him as a 2021 and 2022 Truist Performance Award Winner***. Jack was named one of the Top Next Generation Wealth Advisors* by Forbes Magazine in 2021 and 2022 and one of Forbes Best-In-State Wealth Advisors* from 2020-2023. In addition, Jack was recognized by Barron’s as a 2023 Top 1200 Financial Advisor****. 

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

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

Leadership Development Program Graduate
BB&T now Truist
Top 25 Financial Advisor Award**
Truist 2020
Best-In-State Wealth Advisor*
Forbes 2020
Best-In-State Wealth Advisor*
Forbes 2021
Performance Excellence Award***
Truist 2021
Top Next Generation Wealth Advisor*
Forbes 2021
Top Next Generation Wealth Advisor*
Forbes 2022
Best-In-State Wealth Advisor*
Forbes 2022
Performance Excellence Award***
Truist 2022
Top 1200 Financial Advisor****
Barron's 2023
Best-In-State Wealth Advisor*
Forbes 2023
Top 25 Financial Advisor Award**
Truist 2023

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About Our Process

Show Transcript Hide Transcript
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.

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