Will H. Taylor

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Will on LinkedIn[/vc_column_text][/vc_column][vc_column width=”3/4″][vc_column_text]Will H. Taylor works in the area 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 as an intern 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 of 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 and 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. Currently, he acts as an administrative assistant.

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 recent graduate of the University of Texas.[/vc_column_text][/vc_column][/vc_row][/vc_section_container][/vc_section][vc_section section_type=”full-width-with-padding” sp_top=”150″ sp_bottom=”150″ bg_color=”#364b6e” bg_type=”image” bg_style=”stretch” fixed_bg=”yes” parallax_speed=”0.8″ height=”content” bg_overlay_opacity=”0.4″ bg_overlay_dot=”no” enable_triangle=”yes” triangle_color=”#ffffff” triangle_location=”top”][vc_section_container width=”1/1″][vc_quotes_slider navigation=”yes” navigation_align=”side” effect=”vertical” autoplay=”yes” interval=”5000″][vc_quote title=”Quote” tab_id=”1410131243-1-89be26-6bfa6aca-710b” person_name=”Peter Drucker”]

Long range planning does not deal with future decisions, but with the future of present decisions.

[/vc_quote][vc_quote title=”Quote” tab_id=”1410131243-2-82be26-6bfa6aca-710b” person_name=”Samuel Taylor Coleridge”]

And in today already walks tomorrow.

[/vc_quote][vc_quote title=”Quote” tab_id=”1410131512157-2-1be26-6bfa6aca-710b” person_name=”Henry David Thoreau”]

Go confidently in the direction of your dreams. Live the life you have imagined.

[/vc_quote][vc_quote title=”Quote” tab_id=”1410131560187-3-5be26-6bfa6aca-710b” person_name=”Warren Buffett”]

Someone’s sitting in the shade today because someone planted a tree a long time ago.

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We are located just west of downtown Fort Worth in the heart of the Cultural District.

Address: 3112 W 4th St, Fort Worth, TX 76107

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Fax: (817) 877-4710

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Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Adviser, Member FINRA / SIPC. Other advisory services, financial planning, and investment advice offered through Dean, Jacobson Financial Services, LLC, a Registered Investment Adviser, and separate entity from LPL Financial. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, IL, IN, IA, KS, KY, LA, MD, MS, MO, MT, NV, NH, NJ, NM, NC, OK, OR, PA, SD, TN, TX, UT, VA, WA

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