William Taylor

William R. Taylor, CRPS®
Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Taylor Group of Truist Investment Services, Inc.

310 4th St NE

Suite 100,

Charlottesville, VA 22902-5266

WRTaylor@Truist.com

Phone 434-971-8563

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About me

Background

William leads the Taylor Group of Truist Investment Services, Inc., helping to guide clients through life’s financial opportunities and challenges. A fourth-generation advisor, William works with his father and is supported by a team of associates.  The Taylor Group works with business owners and real estate investors, and retirees. William and his team seek to provide advice on solving for the Four Growth Pains of a successful business:

1) Cash Management: strategies.to reposition available cash for potential higher returns.
2) Talent Retention & Attraction: the team includes a Chartered Retirement Plans Specialist® professional, managing qualified and nonqualified retirement benefit plan designs, and providing 1-on-1 advice to the employee-participants.
3) Wealth Management: helping to address the needs of executives for wealth accumulation, so they can better focus on their business, and coordinating with the client’s tax and estate professionals.
4) Risk Management: striving to address a family's unexpected needs with insurance strategies (through 3rd party vendors) and preparing clients personally for the eventual sale or transition of their business to employees, family, or outside investors.

He has previous work experience conversing with business owners and finance teams about the inner workings of their business and industry and discussing his clients’ charitable intentions:  William spent three years at a Georgia-based investment bank raising money for and advising on leveraged transactions, and then two years as a fundraiser, teacher, and coach.  Working with his own father for 13 years, William considers himself a specialist in family business dynamics, which has also lent itself to working with closely held businesses with multi-generational family owners

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

Education

BA - Religion
Hampden-Sydney College 2004 2008
Executive MBA, Healthcare Management
Virginia Commonwealth University School of Business 2018 2020

Personal Interests

At Truist, William serves in three volunteer leadership roles. He leads Mid-Atlantic Top Gun, a professional development group for Truist Investment Services teammates. As a firmwide leader in retirement plan consulting, he is a member of the Truist Wealth Retirement Plan Advisory Council. He also serves on the Truist Wealth Diverse Advisor Council, reflecting his commitment to advising LGBTQ clients and his past role as Virginia co-chair of the PRIDE Business Resource Group.

Outside of Truist, William is treasurer of St. Paul’s Memorial Church at UVA and a trustee and investment committee member of the Trustees of the Funds, which advises Episcopal congregations and schools on investments. A VCU EMBA alumnus, he is an Alumni Ambassador, student mentor, and Class Agent for Suffield Academy. He is a graduate of Leadership Charlottesville and the Board Academy. William is also a member of the Financial Planning Association Central Virginia, the Central Virginia Estate Planning Council, and the Commercial Real Estate Finance Council. He coached lacrosse at the college and high school levels for 15 years.

William enjoys college sports, musical theater, and museums. He and his wife live in Charlottesville, Virginia, with their four-year-old daughter.

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 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

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

  • Educating family members with significant wealth to confidently manage their financial lives

  • Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time

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