William Taylor

William G. Taylor
Officer Financial Advisor Truist Investment Services, Inc.

1114 Benvenue Rd

Rocky Mount, NC 27804-1934

About me

Background

William "Griffin" Taylor is a Financial Advisor with the Investment Solutions Group of Truist Investment Services, Inc. He strives to deliver a unique client experience by cultivating distinctive relationships with his clients, as well as catering to each of their specific needs. Evaluating objectives, identifying individual needs, and developing personalized investment recommendations that align with his clients’ goals and priorities are all crucial components of his practice. He has worked alongside professionals across a variety of different industries, and now aims to use that experience to diligently and effectively serve his clients. 

Griffin began his career as a Financial Solutions Advisor for Merrill Lynch Wealth Management in 2019 before joining Truist in 2022. Through his experiences of helping families navigate through various circumstances and life events, he has crafted a well-defined strategy that prioritizes the client above all else. 
Griffin aims to deliver comprehensive advice through a disciplined financial approach. This begins with a thorough assessment of each client’s individual circumstances, and then assisting his clients in creating, managing, and adjusting an all-inclusive financial strategy through a wide variety of solutions, as well as enhancing the client experience through extensive planning and ongoing access to advice. 

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

Education

Bachelor of Science in Business Administration
East Carolina University 2015 2018

Personal Interests

Griffin is an active member of the North Carolina Baptists on Mission, and regularly travels with his local group to repair homes and buildings damaged or destroyed by hurricanes or other national disasters. 

Griffin is also an avid sports fan and an active member of the Raleigh Sports Club, which strives to recognize and reward both athletic and academic achievement. He spends much of his spare time golfing, fishing, and attending local sporting events.

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

To
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