Cliff Taylor
Financial Planner
Telephone: (615) 369-1421 |   Fax: (615) 522-5386  |   E-Mail Address: click here

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP^®
Registered Securities Representative
Licensed Insurance Agent


Cliff Taylor began his career with TrustCore in 2005 working in our Planning Department. During this time, Cliff gained invaluable experience working closely with many of our Planners in analyzing portfolios, researching investments, generating new investment ideas and creating financial plans. Over the years, Cliff adopted his own comprehensive planning approach developed from these years of close work with other seasoned Planners.

Cliff provides fee-based financial planning that is customized to each client’s specific needs and goals. He is able to guide his clients through the process of creating and implementing their financial plan. Cliff specializes in working with young professionals and families that are in the beginning stages of their career and family and have a strong desire to grow financially. Cliff’s personal goal for every one of his clients is help them attain the assurance that comes from financial stability while protecting and growing their wealth to meet their goals.

Cliff recently joined Bob Sinclair as an Associate Planner. Bob has been a Partner of TrustCore since 1988. Cliff and Bob work as a team on building and servicing comprehensive plans for their clients.

Cliff is a Registered Securities Representative, licensed Life and Health Insurance Agent and a CERTIFIED FINANCIAL PLANNER™ practitioner. He graduated cum laude from the University of Mississippi with a Bachelor of Business Administration degree in Managerial Finance. Upon finishing his undergraduate degree, Cliff obtained a Certificate in Financial Planning from the Scarlett Leadership Institute at Belmont University.