Jeff Taylor Email & Phone Number
Founder and Principal @ Crescent Wealth Advisory
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Jeff Taylor Location
- Atlanta, GA, US
Jeff Taylor Work
- 2017 - now Founder and Principal @
- 2003 - now Owner @
- 2001 - 2003 Financial Planner @
Jeff Taylor Education
- University of Georgia - Terry College of Business 1995 - 1999
Jeff Taylor Skills
- Insurance
- Wealth
- Wealth Management
- Life Insurance
- Employee Benefits
- Microsoft Excel
- Strategic Planning
- Financial Analysis
- Project Planning
- Financial Reporting
Jeff Taylor Summary
- Jeff Taylor, based in Atlanta, GA, US, is currently a Founder and Principal at Crescent Wealth Advisory. Jeff Taylor brings experience from previous roles at Crescent Wealth Management, Inc. and Lincoln Financial Advisors. Jeff Taylor holds a 1995 - 1999 University of Georgia - Terry College of Business. With a robust skill set that includes Insurance, Wealth, Wealth Management, Life Insurance, Employee Benefits and more. Jeff Taylor has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Crescent Wealth Advisory Employees
Jeff Taylor
Founder and Principal
Atlanta, GA, US
Tim Wyrobek
Founder and Principal
Atlanta, GA, US
John Endriss
Director of Advanced Case Design
Atlanta, GA, US
Jim Nolan
Private Wealth Specialist
Columbus, OH, US
Kirby Paulsen
Director of Client Relations
Baton Rouge, LA, US
Gwen Bundy
Advanced Case Manager
Thomaston, GA, US
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