The Taylor Gunter Taylor Group of Truist Investment Services, Inc. The Taylor Gunter Taylor Group of Truist Investment Services, Inc.

The Taylor Gunter Taylor Group of Truist Investment Services, Inc.

310 4th St NE

Suite 100,

Charlottesville, VA 22902-5266

Who we are

The Taylor Gunter Taylor Group provides financial planning and investment management services to successful families, individuals, and businesses. Our clients love that we are a male-female, multigenerational team, since that diversity means that we can provide customized financial advice based on shared experiences, no matter their life stage or age.

While many of our clients are local, we also work with investors throughout the United States and internationally. Our team is designed to help professionals under age 50, who are aggressively saving for their future, and investors over age 50, who have significant assets and complex tax, risk, estate, and family wealth planning needs.

The group was founded in 2014 by Rocky Taylor, Paula Gunter, and William Taylor, and along with our team’s two Client Service Associates, Peggy Ives and Ryan Young. Our mission remains the same today as it was then: to guide clients through life’s opportunities and challenges.
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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 and/or wealth 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

Rocky Taylor
Rocky Taylor
Financial Advisor
Paula Gunter
Paula Gunter
Financial Advisor
Peggy Ives
Peggy Ives
Client Service Associate
Ryan Young
Ryan Young
Client Service Associate
When working with clients, our team implements a simple, three-step process:
  1. Discover: Understand clients financially, professionally, and personally to create effective, goals-based financial plans.
  2. Invest: Create and implement individualized investment strategies based on our clients’ goals and objectives.
  3. Monitor: Evaluate our clients’ progress relative to their goals.

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