Taylor Billings is a wealth management financial advisor based in New Orleans, LA.
Taylor joined CAPTRUST in 2023 from Southern Wealth Management, and he serves as a financial advisor and relationship manager. In his role, he creates portfolios with a focus on careful asset allocation, manager selection, and tax planning in order to help clients achieve their financial goals.
He holds a Bachelor of Business Administration degree in finance from the University of Notre Dame and is a member of the CFA Institute and the CFA Society of Louisiana. Outside of the office, Taylor enjoys playing golf, reading, traveling, and doing outdoor activities such as fishing or hiking.
Education
- Bachelor of Business Administration in finance from the University of Notre Dame
Industry Designations
- Chartered Financial Analyst®
Industry Involvement
- Member, CFA Institute and CFA Society of Louisiana
Memberships
- Associate Member, Fore!Kids Foundation