How J. Taylor Private Wealth Got Started

J. Taylor Private Wealth Team
As a dedicated financial manager, I’m always looking for ways to better serve my clients, which is why I’m writing to you today. I’ll be providing you with regular communications, from emails to blog posts to podcasts, informing you of hot topics in the industry, and helpful tips and tricks to help you effectively manage your finances. ...
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Family Values and the Career of Hannah Craver

J. Taylor Private Wealth is truly a family affair. Dad and I started J. Taylor Wealth work side by side. Then, my sister Hannah joined us....
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Family Values and the Career of Kellie Schuttler

While Kellie is the only one at J.Taylor Private Wealth not blood related to me, she is part of the family. As she is an integral part of the team, let’s dive into what makes her tick....
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How Much Does a Financial Advisor Make?

Everyone wants to know how much something is going to cost them. Once you’ve talked to a financial advisor or financial professional, you want to know how much it will cost to retain their services. There are a few different ways things can be broken down. Here’s a more in-depth look at the different ways to do it....
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What is a Financial Advisor or Financial Professional? (= Retirement/wealth management/financial professional)

One of the most popular things that people ask when dipping their toe into wealth management is, “What exactly can a financial advisor do for me?” The first thing that comes to mind is someone who’s good with numbers, someone who has their finger on the market’s pulse, and who can help you do something like buying a house or car. In reality, it is so much more....
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Jerry Taylor -- We know him as 'Dad'

Father and Son
Because we are part of a team, I (Jordan) wanted to give some insight into what makes Dad tick -- his background in the industry, and the experience he brings to our team....
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