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Taylor Roberts Location
Decatur, AL, US
Taylor Roberts Work
Managing Partner @ (October 2022 - Present)
Vice President, Investments @ (April 2007 - October 2022)
Financial Advisor @ Smith Barney (March 1997 - April 2007)
Personal Banking Officer @ (May 1995 - March 1997)
Taylor Roberts Education
University of Alabama
Bachelor's degree (Economics)
1991-1994
Taylor Roberts Skills
Investments
Finance
Financial Planning
Portfolio Management
Wealth Management
Retirement Planning
Financial Analysis
Mutual Funds
Asset Management
Securities
Equities
Investment Advisory
Financial Reporting
Project Management
Business Development
Taylor Roberts Summary
Taylor Roberts, based in Decatur, AL, US, is currently a Managing Partner at The Albany Group. Taylor Roberts brings experience from previous roles at Raymond James & Associates, Smith Barney and Compass Bank. Taylor Roberts holds a 1991 - 1994 Bachelor's degree in Economics @ University of Alabama. With a robust skill set that includes Investments, Finance, Financial Planning, Portfolio Management, Wealth Management and more. Taylor Roberts has 2 emails and 1 mobile phone numbers on RocketReach.
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