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portrait of Zac Taylor
FINANCIAL ADVISOR

Zac Taylor

CFP®, AAMS™
4735 Norrell Dr Suite 121, Trussville, AL 35173opens in a new window
CallSend Me a Message

About Zac

As your Edward Jones branch team, we believe that it is vital for us to know what is most important to you, so we can personally tailor our strategies to help you achieve your financial goals. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

I have been serving individual investors and business owners since 2013. We serve many different types of investors in our branch. Some of those areas include, but not limited to, business owners, divorced or widowed individuals who are handling...

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances

Work History

  • Edward JonesDecember 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of West FloridaMaster of Business Admin
  • University of West FloridaBachelor of Science

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Snorkeling
  • Fishing
  • Baseball

Team Members

  • Denise Hooton
    Sr. 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) 655-2607

Fax

(877) 346-4246

Office Address

4735 Norrell Dr Suite 121
Trussville, AL 35173opens in a new window

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