William Taylor

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

603 East Blvd

Suite A1,

Williamston, NC 27892

grif.taylor@truist.com

Phone 252-508-7180

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About me

Background

Grif Taylor is a Financial Consultant with Truist Investment Services, Inc. He began his career in the financial services industry in 2019 at Bank of America-Merrill Lynch before joining Truist Wealth in June of 2022. Through his experiences of helping families navigate through various circumstances and life events, he has crafted a well-defined strategy that seeks to prioritize the client above all else.

Grif 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 Grif’s practice. He has worked alongside professionals across a variety of different industries and now aims to use that experience to persistently and effectively serve his clients. 

Grif is a 2018 Magna Cum Laude graduate of East Carolina University. He holds the FINRA Series 7 and 66 securities licenses, as well as the North Carolina Life and Health Insurance licenses.

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. Grif is an active board member on Martin County’s Economic Development Corporation and serves as a deacon at his church.

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. Grif is a lifelong resident of Williamston and 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

  • 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

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

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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