William (Bill) Taylor

William (Bill) S. Taylor, Jr. PPM
Director Financial Advisor Truist Investment Services, Inc.

900 S Gay St

24th Floor,

Knoxville, TN 37902

Bill.Taylor@Truist.com

Phone 865-560-5766

Fax 865-690-2463

Get directions

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About me

Background

William (Bill) Taylor is a Director and Financial Advisor with Truist Investment Services, Inc., bringing more than 40 years of experience in the financial industry. Throughout his career, Bill has been dedicated to serving clients with integrity, insight, and personalized guidance.

His approach centers on truly understanding each client’s goals, values, and long‑term vision. Bill invests deeply in the relationships he builds, working tirelessly to position his clients for financial confidence and success.

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

Education

Business Administration, B.S.
University of Memphis 1983

Personal Interests

Bill moved to East Tennessee in the early 1980s from his hometown of Memphis and quickly embraced the sense of community the region offers. He is passionate about giving back and remains actively involved in several committees within his church, where he dedicates his time and leadership to supporting others.

Bill and his wife, Calli, are proud parents of two adult children and grandparents to seven grandchildren who bring great joy to their lives. When he isn’t traveling to spend time with his family, Bill enjoys being outdoors most often on the golf course or out quail hunting.

Specialties

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

  • 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

  • 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

  • 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.

  • 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

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