Verified recordFinancial Services

John A. Taylor

Senior Vice President-investment Officer at Wells Fargo Advisors

Based in Richmond, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Richmond

Industry

Financial Services

Company size

15K

Contact information

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Email

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j•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About John A. Taylor

As a member of the Taylor/Anderson/Waller Financial Group of Wells Fargo Advisors, I have the privilege to use my 30+ years of financial services experience to build life-long relationships with my clients. My team and I are proud to carry on the legacy created by David Mathews and Taylor Waller, our business partners who retired on April 30, 2023. Our team provides comprehensive investment advice and counsel throughout the phases of our client’s financial life. This includes building and preserving wealth, managing income during retirement, and transferring wealth to the people and charitable interests they hold dear. Please visit our team website at for more information on our team. Specialties-Retirement Planning -Income Planning -Wealth Planning -Life Insurance -Long Term Care Insurance -Qualified Plan Sales -College Savings/529 This information is intended for use by residents of AL, AZ, CA, CO, DC, DE, FL, GA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NM, NY, OH, PA, SC, TN, TX, VA, WA, and WV only. Please contact me at 804-289-2210 or via email at john.taylor@wfadvisors.com Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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