Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Derek Taylor CFP®, MBA
Financial Advisor
My Professional Approach
As a financial advisor, I firmly believe in the guiding principles by which Benjamin F. Edwards operates. Trust, integrity, and mutual respect are at the core of every advisor/client relationship. My approach is to build trust with all of my clients by showing a genuine interest in them as people and not just their investments. I listen to the wants, needs and goals of each individual client in order to help them craft a personalized investment program that is appropriate given their investment time horizon and tolerance for risk. I strive to satisfy each client with a high level of customer service, and an honest and straightforward approach to investing.
My Background
Drawn by their client-first approach to financial services, I joined Benjamin F. Edwards in 2021 after working in higher education for 18 years. I became concerned seeing others around me lacking in financial knowledge and not knowing how to save for the future. With my academic background in business, I felt like I could better serve those around me as a financial advisor. I was drawn to Benjamin Edwards by their client-first approach and sincere commitment to treating others the way they want to be treated
Originally from Jefferson City, Mo., I moved to Rome, GA, in 2006 and have called it home ever since. Outside of work, I enjoy spending time with my wife Lindsey and our two boys, Afton and Ryan. I also enjoy playing mediocre golf with my family and friends. In addition, I am a lifelong fan of the Kansas City Royals.
Areas of Concentration
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- Wealth management strategies
- Investment strategies
- IRAs and retirement planning strategies
- Educational planning strategies
Education
Westminster College, Bachelor of Arts, 2003
University of Mississippi, Master of Business Administration, 2005
My Community Activities
Seven Hills Rotary Club of Rome, Past President
Phone 706-292-3600
Check the background of this investment professional on FINRA’s BrokerCheck