Will Taylor
Investment Client Services
Will Taylor is Co-Director of Investment Client Services for Dean, Jacobson Financial Services, LLC and has been with the firm since 2014. Prior to joining the firm, Will worked in investment services for Sound Financial Solutions, LLC in Houston, Texas. Will’s passion for investments and the stock market stem from his time working at Scottrade during his college years.
In addition to helping oversee investment service matters within the firm, Will works closely with our advisors, constructing reviews for clients and preparing 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 delivering superior customer service.
Will is a graduate of TCU, Fort Worth, Texas, with a Bachelor of Business Administration (BBA) in Finance, and a minor in Economics. He holds both his Series 7 (General Securities) license through LPL Financial and his Series 66 license through Dean, Jacobson Financial Services, LLC.
Will is a native Texan, 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 supports and 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 and Brenda Taylor and the older brother of his sister, Monica Taylor, a graduate of the University of Texas.