William (Bill) Taylor

William (Bill) S. Taylor, Jr. PPM
Director Portfolio Management Officer Truist Investment Services, Inc.

7610 Gleason Drive

1st Floor,

Knoxville, TN 37919

Bill.Taylor@Truist.com

Phone 865-560-5766

Fax 865-690-2463

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About me

Background

William (Bill) Taylor is a Director with Truist Investment Services, Inc. and part of The Mason-Taylor Group of Truist Investment Services, Inc. He offers clients more than 40 years of financial services, retirement planning and investment management experience.

Investment Advisor 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 80's from Memphis. He is passionate about giving back to his community and actively serves on various committees at his church. Bill and his wife, Calli, have two adult children and four grandchildren. When not traveling to visit his family, Bill enjoys spending time on the golf course and 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

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

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Locations

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