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

The Mason Taylor Group of Truist Investment Services, Inc.

900 S Gay St

Suite 2400,

Knoxville, TN 37902

masontaylorgroup2@truist.com

Phone 865-560-5797

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Who we are

The Mason-Taylor Group of Truist Investment Services, Inc. is a brokerage and advisory practice located in Knoxville, TN. The Team consists of financial professionals who offer more than 60 years of combined financial services, planning, and investment management experience.

Our Team works with individuals, families, and institutions to provide solutions and resources to address their financial goals. Our client-centered solutions are based upon the financial planning process which helps to clarify and quantify goals and then understand what it will take to achieve them. We provide an exceptional and customized approach. We pride ourselves on building lasting, long-term relationships with our clients. We look forward to being of service to you.
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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

  • 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

The Mason-Taylor Group's process begins with the client and their priorities. We start with financial planning and discovery to create a plan unique to our client. Once we understand those priorities, we customize solutions that embrace a disciplined process and utilizes expanded investment products and managers.
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    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
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    • May Lose Value

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    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

    McGriff, Kensington Vanguard, Crump, TLIS, and PJRV are not affiliated with Truist Financial Corporation or any of its subsidiaries.

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