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D. Taylor Location
Springfield, MO, US
D. Taylor Work
2007 -now Sr. Vice President @
2018 -now Financial Advisor @
2007 -2018 Financial Advisor @
1998 -2007 Director @
D. Taylor Education
College of the Ozarks
Bachelor of Business Administration - BBA (Finance)
1990-1994
College of the Ozarks
BS (Business and Finance)
1990-1994
El Dorado High School 1986-1990
Leadership Springfield Class 31
D. Taylor Skills
Retirement Planning
Investments
Strategic Financial Planning
Insurance
Financial Services
Series 7
Wealth Management
Portfolio Management
Series 63
Asset Allocation
Health Insurance
Mutual Funds
Investment Advisory
Retirement
Fixed Income
Investment Strategies
Employee Benefits
Financial Advisory
Strategic Planning
Securities
Uniform Combined State Law
D. Taylor Summary
D. Taylor, based in Springfield, MO, US, is currently a Sr. Vice President at Central Investment Advisors. D. Taylor brings experience from previous roles at LPL Financial, INVEST Financial Corp. and Ozark Trails Council 306. D. Taylor holds a 1990 - 1994 Bachelor of Business Administration - BBA in Finance @ College of the Ozarks. With a robust skill set that includes Retirement Planning, Investments, Strategic Financial Planning, Insurance, Financial Services and more. D. Taylor has 3 emails and 1 mobile phone numbers on RocketReach.
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