California Wildfires

Our thoughts are with those impacted by the California wildfires. If your Edward Jones branch is temporarily closed due to impacts from the California wildfires and you need assistance, please call Client Relations at 1-800-441-2357 (Monday – Friday 7 a.m. – 5:30 p.m. CT). Also see: What to do after natural disaster

portrait of Whit Taylor

About Whit

After spending 20 years in my previous profession as a certified public accountant, I decided to change to a career where I felt I could continue to help people. Working with Edward Jones, I am able to help my clients accumulate, organize, consolidate and transfer their wealth.

Our office will first work to understand what is important to you. Then we will use an established process to help you build personalized strategies to achieve your goals. Over your lifetime, we will work together to help you stay on track.

As with my clients, working together to achieve our goals and providing for...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • New Investors
  • Business Retirement Plans
  • Charitable Giving
  • Divorce Finances

Work History

  • Edward JonesMay 1998 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Regis UniversityMaster of Business Admin
  • California State Univ,ChicoBachelors

Personal Interests

  • Spending Time with Family
  • Golfing
  • Reading
  • Basketball
  • Community Outreach

Team Members

  • Brenda Welch
    Sr. Branch Office Administrator

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 Closed
Sun Closed

Additional Hours

  • Web Conferencing

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https://www.edwardjones.com/us-en/privacy 

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