Dan Taylor established Taylor Wealth Management after a 29-year career spent assisting individuals and institutions with their financial needs. He has guided affluent families with estate and financial planning advice, as well structuring investment portfolios to meet their needs and goals. Throughout his career, Dan has provided exceptional service that always puts the client first.
Dan has worked with many public charities and family foundations across the East Coast. He has assisted these organizations with board governance, policy development, and investment strategies that have enabled his clients to weather the financial climate of the last two decades. Dan’s extensive years of counsel to non-profits have led many organizations to view him as a trusted advisor.
Dan received his B.B.A. degree with a concentration in Trust Management from Campbell University and is a Certified Financial Planner. He volunteers on a number of nonprofit organizations and has served as Chairman of the Farmville Dogwood Festival, Church Finance, and the College of Education at North Carolina State University. Dan also serves as a board member on the North Carolina Foundation for Christian Ministries. His hobbies include photography and salt water fishing.