Cliff Taylor, CFP®

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Cliff Taylor is a wealth management financial advisor based in Nashville, TN.

Cliff joined CAPTRUST in 2022 from TrustCore Financial Services and serves as principal and financial advisor. He has been in the industry since 2007, and he helps clients face tough financial decisions, plan for the future, and ensure their plan is efficient. He holds the designation of CERTIFIED FINANCIAL PLANNERâ„¢ and a Bachelor of Business Administration degree in managerial finance from the University of Mississippi. Outside of work, Cliff enjoys spending time with his wife, Kathryn, and their children, especially at their sports games or out on the lake.

Education

  • Bachelor of Business Administration degree in managerial finance from the University of Mississippi

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Resources

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