Taylor Scott

Taylor Scott, CFA®
Senior Vice President Senior Investment Manager Truist Bank

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3007

Taylor.Scott@truist.com

Phone 713-821-6148

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About me

Background

Taylor Scott is an Investment Manager with Truist Wealth. He offers clients more than 14 years of investment management and wealth planning experience serving ultra-high-net-worth families. Taylor advises families in establishing and implementing their short- and long-term financial goals while also guiding and educating his clients through volatile market cycles.

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

Education

Bachelors in Finance
Texas A&M University 2004 2008

Personal Interests

Based in Houston, Taylor lives with his wife, Rachel, and their three children. Outside of work, he enjoys coaching youth sports year-round with the Spring Branch Memorial Sports Association and playing golf. Taylor actively serves his community, including roles on the Advisory Board at the Bush School of Government and Public Service at Texas A&M University and the Board of RaiseUp Families, a Houston nonprofit dedicated to stabilizing families in vulnerable communities facing unexpected financial crises.

Specialties

  • 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

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

  • 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

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

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • Educating family members with significant wealth to confidently manage their financial lives

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Recommended Resources

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