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Chris Taylor, Financial Advisor

FINANCIAL ADVISOR
Chris Taylor

CEPA®, AAMS™
5180 Caldwell Mill Road, Suite 207, Birmingham, AL 35244opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

About Chris

Our branch team serves individuals, families and business owners in the Birmingham area and virtually across the US. Our calling is to partner with clients who desire comprehensive solutions to meet their evolving life goals. We want to take clients on a journey of discovery about their own life vision, organize their goals and then make informed decisions to fuel the future they envision.

Tired of working with financial types that only want to focus on charts/graphs and financial jargon? We spend time getting to know our clients and their specific needs. We intentionally take on a limited number of clients...

Work History

  • Edward JonesMarch 2004 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Samford UniversityMasters

Team Members

  • Shawn Spaulding
    Sr. Branch Office Administrator
  • Hannah Alamo
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(205) 408-7620

Fax

(866) 658-8764

Office Address

5180 Caldwell Mill Road
Suite 207
Birmingham, AL 35244opens in a new window

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