John Taylor

John 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

See all locations

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 CFP® 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

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
Top 25 Financial Advisor Award*
Truist 2022 Internal
Top Next Generation Wealth Advisor***
Forbes 2021 External
Best-In-State Wealth Advisor***
Forbes 2022 External
Performance Award Winner**
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 External
Top 25 Financial Advisor Award*
Truist 2024 Internal
Performance Award Winner**
Truist 2024 Internal
Top 25 Financial Advisor Award*
Truist 2025 Internal
Performance Award Winner**
Truist 2025 Internal
Performance Award Winner**
Truist 2026 Internal
Top Next Generation Wealth Advisor***
Forbes 2022 External
Best-In-State Wealth Advisor***
Forbes 2025 External
Best-In-State Wealth Advisor***
Forbes 2026 External
Top 25 Financial Advisor Award*
Truist 2026 Internal
*The Truist Top 25 Financial Advisors Award is based on production.

**The Truist Purpose to Performance Award is awarded internally to Truist teammates to formally recognize the exceptional contributions of teammates who deliver breakthrough performance beyond the expected scope of their role.

***Each advisor recognized by Forbes is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented in April for the years shown above with an evaluation period of one year ending the June prior to the award date.

Locations

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