Wealth Management Since 1971

TROY TAYLOR

TROY TAYLOR

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TROY TAYLOR

CFP®

MANAGING DIRECTOR

SENIOR WEALTH ADVISOR

  • Serves as Wealth Advisor Team Lead
  • Serves as a member of the LW Wealth Services and Systems Working Group
  • Formerly with Amegy Bank as a Principal for Amegy Investments
  • Graduate, Chapman University – B.A., Pre-Law Social Sciences
  • M.B.A., Cornell University
  • Served on the Advisory Board and Development Committee of Child Advocates
  • Former board member, Interfaith Caring Ministries
  • Member of the firm’s United Way Leadership Team.