Marvin W. Taylor CFP®
Marvin entered the financial services industry in 1967. He began his career by serving in various management positions with a major financial services firm. He founded Taylor Financial Group Inc. in 1986 and became a Certified Financial Planner™ in the same year. When away from the office, Marvin enjoys fly fishing and playing golf.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.
J. Samuel Taylor CFP®, CIMA®
Sam graduated from Roanoke College in 1992 and joined Taylor Financial Group Inc. as a financial planner the same year. He is a Certified Financial Planner™ and a Certified Investment Management Analyst™. Sam is a member of the Investments & Wealth Institute (www.investmentsandwealth.org). In his spare time, Sam enjoys playing golf and spending time with his nephew, Alex and niece, Lilly.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.
CIMA® is a registerd certification mark of the Investments & Wealth Institute in the USA and worldwide.
Jay S. Arce CFP®
Jay graduated from Florida Atlantic University in 2006 and entered the financial services industry that same year. He became a Certified Financial Planner™ in 2012 and joined Taylor Financial Group in 2018. When away from the office, Jay enjoys trivia, playing soccer, and the great outdoors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.
