portrait of Travis L Taylor

About Travis

As an individual investor, you face many challenges when it comes to investing today. I remember my own personal experiences the first time I began investing, which was right in the midst of the 08-09 financial crisis. The uncertainty and daily volatility made me sick. But I was doing all this by myself – I had no idea that professionals existed to help me, much less that they would be eager to work with a regular person. In hindsight, I should have sought out professional advice. Years later, I am thankful to have the opportunity to help people succeed in...

Focus Areas

  • New Investors
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Business Retirement Plans
  • Sustainable investing

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Education

  • Angelo State UnivMasters

Personal Interests

  • Active Lifestyle
  • Art & Theater
  • Personal Fitness
  • Reading
  • Traveling

Team Members

  • Sarah Lance
    Registered Branch Associate
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

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