Investment Client Services

Will H. Taylor is Co-Director of Investment Client Services for Dean, Jacobson Financial Services, LLC and has been with the firm since February 2014.  Prior to joining the firm, Will worked in investments for Sound Financial Solutions, LLC in Houston, Texas.  Will’s passion for investments and the stock market stems from his time working at Scottrade during his college years.

Will works closely with the firm’s advisors in constructing reviews for clients and preparing them with key information and data points for each client meeting.  Much of his time is spent focusing on client services, providing research for client issues and questions, and providing superior customer service.

Will is a graduate of Texas Christian University (TCU), Fort Worth, Texas, with a Bachelor of Business Administration (BBA) in Finance, with a minor in Economics. He has earned his Series 7 and Series 66 securities licenses, which qualifies him to be an investment advisor representative and registered representative of LPL Financial.

Will is a native Texan, being raised in Beaumont, Texas.  His hobbies include traveling, yoga and watching college football.  Will is a huge sports fan, especially the TCU Horned Frog athletic programs, which he follows closely.  Will considers the 2011 Rose Bowl win by TCU in football to be the most important in the school’s 143-year history, a victory he had the privilege of attending his senior year of college.  He counts the biggest blessing in his life to be the fact that he is the son of his parents, Matthew & Brenda Taylor and the older brother of his sister, Monica Taylor, a graduate of the University of Texas.


Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Adviser, member FINRA/SIPC.  Other advisory services and investment advice offered through Dean, Jacobson Financial Services, LLC, a Registered Investment Adviser, and separate entity from LPL Financial.