W. Taylor Email & Phone Number
Founder and President @ Kirk Capital Advisors, LLC
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W. Taylor Location
- Vienna, VA, US
W. Taylor Work
- 2025 - now Founder and President @
- 2020 - now Founder and Chief Investment Officer @
- 2018 - 2020 Vice President @
- 2010 - 2017 Executive Vice President and Chief Investment Officer @
- 2007 - 2010 Owner and President @ Taylor Wealth Advisors,LLC
- 1996 - 2007 Managing Director - Private Client Group @
- 1992 - 1996 Financial Advisor @
W. Taylor Education
- College for Financial Planning
CERTIFIED FINANCIAL PLANNER™, CFP® (Comprehensive Financial Planning)
2001 - 2003 - University of Tennessee, Knoxville
B.S. (Finance)
1984 - 1988
W. Taylor Skills
- Comprehensive Wealth Planning for entrepreneurs and executives
- Constructing and Managing Investment Portfolios
- Retirement Income Strategies
- Wealth Management
- Investments
- Strategic Financial Planning
- Portfolio Management
- Financial Advisory
- Wealth
- Financial Services
- Finance
- Small Business
- Wealth Management Services
- Personal Finance
- Retirement Planning
- Certified Financial Planner
- Mutual Funds
- Asset Management
- Comprehensive Financial Planning to include portfolio management, retirement planning, college planning, risk management, estate planning and philanthropy.
- Certified Financial
- See 3+see Less
- College Planning
- Retirement Income
- Networking
- Comprehensive Wealth
- Risk Management
- C++
- Estate Planning and Philanthropy
- Strategic Financial
- Services
- Constructing
- Comprehensive Financial Planning to Include Portfolio Management
W. Taylor Summary
- W. Taylor, based in Vienna, VA, US, is currently a Founder and President at Kirk Capital Advisors, LLC. W. Taylor brings experience from previous roles at Kirk Capital Advisors, LLC, West Financial Services, Inc., 1st Portfolio Wealth Advisors and Taylor Wealth Advisors,LLC. W. Taylor holds a 2001 - 2003 CERTIFIED FINANCIAL PLANNER™, CFP® in Comprehensive Financial Planning @ College for Financial Planning. With a robust skill set that includes Comprehensive Wealth Planning for entrepreneurs and executives, Constructing and Managing Investment Portfolios, Retirement Income Strategies, Wealth Management, Investments and more. W. Taylor has 1 emails on RocketReach.
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Top Kirk Capital Advisors, LLC Employees
W. Taylor
Founder and President
Vienna, VA, US
Steve Tomisek
Partner and Chief Investment Officer
Vienna, VA, US
Kasha
Associate Financial Planner
McLean, VA, US
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