Financial Planner, Partner
PHONE: (615) 369-1421 | FAX: (615) 522-5386
Licenses & Certifications:
- Certified Financial Planner™ practitioner, CFP®
- Licensed Insurance Agent
- Registered Securities Representative of TrustCore Investments, LLC
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Cliff Taylor is committed to helping his clients work efficiently toward their financial goals. He prides himself on looking after his clients’ financial interests in all aspects of their lives and enjoys working closely with clients to develop and fulfill their strategic financial plan – from setting goals to implementing solutions.
After graduating cum laude from the University of Mississippi with a degree in managerial finance with emphasis on investments, Cliff joined the TrustCore team in 2007 and became a partner in 2018.
Active by nature, Cliff enjoys sports and outdoor activities. His most treasured time is spent with his young family, his wife Kathryn, and their three children Hudson, Martha Grace, and Grant. They love their community and being involved with The Village UMC.