Taylor Brown Email & Phone Number
Managing Director for west region at Capital Wealth Planning @ Capital Wealth Planning, LLC
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Taylor Brown Location
- Phoenix, AZ, US
Taylor Brown Work
- Managing Director for west region at Capital Wealth Planning @ (April 2025 - Present)
- Director, Advisor Solutions @ (December 2022 - April 2025)
- Business Development Associate @ (October 2021 - December 2022)
- Vice President @ (September 2019 - July 2021)
- Internal Wholesaler at CIM Group @ (February 2018 - September 2019)
- Internal Wholesaler @ Cole Capital (September 2014 - September 2019)
- Registered Representative @ (June 2012 - September 2014)
- Co-founder and real estate analyst @ T3 Realty, LLC (January 2010 - June 2012)
Taylor Brown Education
- Arizona State University - W. P. Carey School of Business
Master of Business Administration - MBA
2019-2021 - University of Nebraska-Lincoln
Bachelor's degree (Business Administration)
2004-2008
Taylor Brown Skills
- Investment Management Industry
- Asset Allocation
- Securities
- Investments
- Wealth Management
- Retirement
- Series 63
- Mutual Funds
- Series 7
- Retirement Planning
- Investment Advisory
- 401k
- FINRA
- IRAs
- Financial Analysis
- Customer Service
- Investment Strategies
- Strategy
- Real Estate
- Real Estate Transactions
- ETFs
- Salesforce.com
- Presentation Skills
- Sales Presentations
- Microsoft Excel
- Microsoft Office
- Real Estate Due Diligence
- Case Analysis
- Business Development
- Sales Management
- Territory Management
- Entrepreneurship
- Marketing Strategy
- Relationship Building
- Cold Calling
- Sales
- Financial Services
- Marketing
- Commercial Real Estate
- analysis
- Microsoft PowerPoint
- Time Management
- Strategic Planning
- adobe
- Alternative Investments
- Wholesaler
Taylor Brown Summary
- Taylor Brown, based in Phoenix, AZ, US, is currently a Managing Director for west region at Capital Wealth Planning at Capital Wealth Planning, LLC. Taylor Brown brings experience from previous roles at Laffer Tengler Investments, Northern Trust Corporation, Fundamental Income and CIM Group, L.P.. Taylor Brown holds a 2019 - 2021 Master of Business Administration - MBA @ Arizona State University - W. P. Carey School of Business. With a robust skill set that includes Investment Management Industry, Asset Allocation, Securities, Investments, Wealth Management and more. Taylor Brown has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Capital Wealth Planning, LLC Employees
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