Taylor Whitford

Taylor Whitford, CFP®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

New Bern Main

375 S Front St,

New Bern, NC 28560-2133

Taylor.Whitford@Truist.com

Phone 252-638-7186

Fax 252-637-7595

Get directions

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About me

Background

Taylor Whitford has been a Financial Advisor for more than 15 years. He specializes in working with individuals, families, and business owners in the areas of financial services, retirement planning, and investment management experience. 

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

Education

BSBA
East Carolina University 2001 2005
MBA
East Carolina University 2005 2007

Personal Interests

When Taylor is not working, he enjoys spending time with friends, family, and his dog Snoop. His hobbies include saltwater fishing and golf. 

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

  • 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

Locations

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