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Mini troy taylor linsomb williams
Linscomb & Williams
Houston, TX

Troy Taylor

CFP®, MBA
Helping clients secure their future and achieve their goals in retirement.
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Meet Troy

Introduction - Troy Taylor
Introduction - Troy Taylor
Video Transcripts

Troy Taylor is a Wealth Advisor with Linscomb & Williams and has served in this role since 2015. Prior to joining Linscomb & Williams, Troy was a Senior Vice President and Regional Manager at Cadence Bank in their investments division. From 2003 to 2013, he was a Principal at Amegy Bank in their Private Client Investments group. Troy graduated from Chapman University with a degree in Pre-Law Social Sciences, and…

Troy Taylor is a Wealth Advisor with Linscomb & Williams and has served in this role since 2015. Prior to joining Linscomb & Williams, Troy was a Senior Vice President and Regional Manager at Cadence Bank in their investments division. From 2003 to 2013, he was a Principal at Amegy Bank in their Private Client Investments group. Troy graduated from Chapman University with a degree in Pre-Law Social Sciences, and earned his MBA from Cornell University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Adviser Representative. Troy has served on the Advisory Board and Development Committee of Child Advocates and is involved with many community outreach activities through Linscomb & Williams and his church.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
Estate Planning

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

MBA - Cornell University
Bachelors - Chapman University
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