2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
- With CAPTRUST Since 2022
- 615.377.1177
-
5314 Maryland Way #300
Brentwood, TN 37207
Taylor Morrison, CFP®
Senior Associate,
Relationship Manager
- Nashville, TN
- Into the Wild
- Peyton Manning, Theodore Roosevelt, and Tim Tebow
- In these bodies, we will live.
- Honesty, consistency, and loyalty
Financial Advisors
Taylor Morrison is a wealth management financial advisor based in Nashville, TN.
Taylor joined CAPTRUST in 2022 from TrustCore Financial Services and serves as a senior associate and relationship manager. In his practice, he uses technical skills and personal determination to solve complex financial issues for his clients. He holds a Bachelor of Science degree in education from the University of Tennessee and a Master of Business Administration degree from Bethel University, in addition to the designation of CERTIFIED FINANCIAL PLANNER™. Taylor is a member of the Young Professionals Board for the Special Olympics.
When he’s not at the office, Taylor likes to travel; spend time with his wife, daughter, and dogs; and watch his favorite sports teams.
Education
- Bachelor of Science degree in education from the University of Tennessee
- Master of Business Administration degree from Bethel University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
Memberships
- Member, Young Professionals Board for the Special Olympics
News & Resources
Endowments & Foundations
Retirement Plans
3 months ago
Managing Institutional Cash, Asset Pools, and Reserves
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
Announcements
7 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
Retirement Plans
8 months ago
Fiduciary Responsibilities for Non-ERISA Retirement Plans
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...
