Broker Check
James W. Taylor

James W. Taylor

Financial Consultant, Retirement Planning Specialist

I was born in Florida, grew up in Colorado, and moved to Texas in 1985 to attend college. I spent two years at Texas Tech working on my undergraduate degree and playing football for the Red Raiders. I later completed my degree, earning a BA, at the University of Texas at Arlington. Additionally, having received a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania, I have been awarded the title of Retirement Planning Specialist by Equitable Advisors. I have also attended the Equitable Advisors Institute, hosted at Harvard University, completing an advanced learning curriculum focused on Asset Allocation and Wealth Management Strategies.
I am involved locally in the U.T.A. Alumni Association. My wife and I, and our child, live in Mansfield, Texas. 

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.