As an individual investor, you face many challenges when it comes to investing today. I remember my own personal experiences the first time I began investing, which was right in the midst of the 08-09 financial crisis. The uncertainty and daily volatility made me sick. But I was doing all this by myself – I had no idea that professionals existed to help me, much less that they would be eager to work with a regular person. In hindsight, I should have sought out professional advice. Years later, I am thankful to have the opportunity to help people succeed in achieving their own financial goals.
I grew up around San Angelo and went to Angelo State University, where I worked for 10 years after graduating. Helping those students and families to get the education that would improve their lives remains one of my greatest joys. But my heart was always on the business and finance side of the institution, and I never lost my passion for investing. So, in 2018, I made the jump to personal finance and chose Edward Jones because of what I believe to be a quality lineup of investment choices for my clients and a personalized approach that allows me to customize the strategies I recommend to clients based upon their individual situation.
I know that, as a prospective client, you have many, many choices for advisors to work with. I hope that you will consider reaching out to me specifically at some point though. And finally, a little bit about me on a personal level. I am a passionate gardener – I used to sell at the farmer's market and hope to do so again in the future. If you get me going about that stuff, you may just never get off the phone! My wife and I are also active foster parents, which has been perhaps the most rewarding and challenging experience of our lives. There is a growing network of foster parents in San Angelo, and we are proud to be a part of something so meaningful.
Focus areas
- New Investors
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
- Retirement Income Strategies
- Business Retirement Plans
- Socially Conscious Investing
Focus Areas
- New Investors
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
- Retirement Income Strategies
- Business Retirement Plans
- Socially Conscious Investing
My Personal Interests
- Active Lifestyle
- Art & Theater
- Personal Fitness
- Reading
- Traveling
Personal Interests
- Active Lifestyle
- Art & Theater
- Personal Fitness
- Reading
- Traveling
Office Information
Phone Number
Travis L Taylor at (325) 942-8578Branch Team
- Sarah Lance
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Branch Team
- Sarah Lance
- Branch Office Administrator
Branch Team
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