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Taylor J. Billings, CFA®

Taylor J. Billings, CFA®

Financial Advisor,
Relationship Manager

  • Shawshank Redemption
  • Drew Brees, Paul McCartney, and Jerry Seinfeld
  • It takes no extra effort to lead with kindness and a positive attitude.
  • Integrity, work ethic, and humility

Financial Advisors

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.


  • Bachelor of Business Administration in finance from the University of Notre Dame

Industry Designations

  • Chartered Financial Analyst (CFA®)

Industry Involvement

  • Member, CFA Institute and CFA Society of Louisiana


  • Associate Member, Fore!Kids Foundation
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