I have been a financial advisor with Edward Jones for over 20 years and have earned the AAMS® professional designation.
I have always had a passion for helping others. This led me to achieve my Masters of Science degree in psychology at the University of Memphis. I have a deep passion for helping clients achieve their goals but have also held numerous leadership roles within Edward Jones and in my local community. This background allows me to help people to improve their lives and achieve their dreams and life goals.
I am proud to serve a diverse group of clients. Many of my clients are successful business owners, and I enjoy working with their complex and unique needs. Others need help navigating the complex decisions of merging their financial goals with their life goals and aspirations. I help my clients to understand first what is truly important to them and then to set personalized goals to help achieve what is most important.
In order to provide a comprehensive financial service, I collaborate with my clients' accountants, attorneys and other trusted professionals in order to help determine the most appropriate financial strategy for you and your family. I am purposeful and process-driven in order to help uncover risks and opportunities for my clients. Angela and I focus on striving to deliver an ideal experience by understanding our client’s personal situation and tailoring their goals and experience to their needs, utilizing technology and personal service. We understand that our clients lead busy lives and strive to simplify this critical area to enhance their overall life experience.
Outside of Edward Jones, I am an active member of the Dallas Walk to End Alzheimer’s', Dallas Summer Musicals and the Stone Creek Homeowners Association, as well as frequently contributing to local charities. I have served in the past as president of the Southeast Dallas Rotary Club and am a Rotary Foundation Paul Harris Fellow.
- Wealth Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Charitable Giving
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
- Art & Theater
- Community Outreach
Phone NumberMatthew A Taylor at (972) 216-5890
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