Derek Taylor CFP^®, MBA

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

• • 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