Damon Taylor Email & Phone Number
President and Financial Advisor @ Strategic Portfolio Solutions, LLC
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Damon Taylor Location
- Addison, TX, US
Damon Taylor Work
- 2011 -now President and Financial Advisor @
- 2010 -2011 Financial Advisor @ Texas Financial Resources
- 1998 -2009 Financial Consultant @
- 2002 -2007 Platoon Sergeant @ United States Marine Corps Reserve
- 1997 -1998 Investment Consultant @ FSC Securities Corporation/Mid First Bank
- 1995 -1996 Account Executive @
- 1987 -1995 Sergeant @
- 1992 -1995 Insurance Agent @ Paul Revere Financial Services
Damon Taylor Education
- Southern Methodist University
SMU PRO Certified Financial Planning Certificate (Financial Planning and Services)
2019-2020 - The University of Texas at Dallas
BA (Economics)
2010-2011 - college for financial planning
Accredited Asset Management Specialist
2007-2007 - College of Financial Planning
Accredited Wealth Management Advisor (Investments and Securities)
2006-2007
Damon Taylor Skills
- Series 7
- Wealth Management
- Portfolio Management
- Retirement Planning
- Investments
- Estate Planning
- Strategic Financial Planning
- Asset Managment
- Series 63
- Risk Management
- Investment Advisory
- Asset Allocation
- Securities
- Mutual Funds
- Investment Strategies
- Series 65
- Financial Analysis
- Alternative Investments
- Wealth
- Insurance
- Financial Planners
- Life Insurance
- Asset Management
- FINRA
- Finance
- Wealth Management Services
- Retirement
- Financial Services
- Financial Advisory
- Fixed Annuities
- 401k
- Investment Management
- Financial Risk
- IRAs
- Wealth Accumulation
- Personal Finance
- Strategy
- ETFs
- High Net Worth Individuals
- Financial Planning
- Management
- High Net Worth
- See 25+see Less
- Strategic Financial
Damon Taylor Summary
- Damon Taylor, based in Addison, TX, US, is currently a President and Financial Advisor at Strategic Portfolio Solutions, LLC. Damon Taylor brings experience from previous roles at Texas Financial Resources, Charles Schwab, United States Marine Corps Reserve and FSC Securities Corporation/Mid First Bank. Damon Taylor holds a 2019 - 2020 SMU PRO Certified Financial Planning Certificate in Financial Planning and Services @ Southern Methodist University. With a robust skill set that includes Series 7, Wealth Management, Portfolio Management, Retirement Planning, Investments and more. Damon Taylor has 1 emails and 3 mobile phone numbers on RocketReach.
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Damon Taylor
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