Hello, I'm

WILLIAM TAYLER JOHNSON

Investment Advisor

ROBERT W. BAIRD & CO. INCORPORATED

43

YEARS OF EXPERIENCE

35

STATE LICENCES

170+

PROJECTS ACHIEVED

300+

HAPPY CLIENTS

About me

Broker regulated by FINRA

WHO AM I ?

William Taylor is a Financial Advisor with ROBERT W. BAIRD & CO. , Inc., working with business owners and real estate investors and helping manage their family’s financial affairs. As a Chartered Retirement Plans Specialist™ professional, he also specializes in designing, installing and periodically reviewing retirement plans for companies and nonprofits. A fourth generation advisor, William works with his father, Rocky Taylor, and is supported by Ryan Young.
 
MY SPECIALITIES

Financial planning

Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Investment management

Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Risk management

Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

Financial education

Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Estate Planning

Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Philanthropy

Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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Skills

FINANCIAL MANAGEMENT
98%
ACCOUNTING AND DATA MANAGEMENT
95%
STATISTICS
90%
TRADING STRATEGY
85%
DATA ANALYTICS
80%
Python
75%

My Experiences
12/2009 - TODAY

ROBERT W. BAIRD & CO. INCORPORATED

ROANOKE, VA

BROKER
06/2009 - 12/2009

MORGAN STANLEY SMITH BARNEY (CRD#:149777)

ROANOKE, VA

INVESTMENT ADVISOR & BROKER
02/2006-06/2006

CITIGROUP GLOBAL MARKETS INC. (CRD#:7059)

ROANOKE, VA

INVESTMENT ADVISOR & BROKER
02/1990 - 06/2006

LEGG MASON WOOD WALKER INC (CRD#:6555)

LYNCHBURG, VA

INVESTMENT ADVISOR & BROKER
01/1986 - 03/1990

WHEAT, FIRST SECURITIES, INC. (CRD#:6124)

CHARLOTTE, NC

BROKER
12/1984 - 02/1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)

BROKER
01/1981 - 11/1984

ANDERSON & STRUDWICK, INCORPORATED

BROKER

Testimonies

William data analysing contribution helped saved my business from total fold up. I am so grateful he came on board when we needed him.
Kyle Simon
Freelancer
There's hardly no word that comes close when expressing how happy I'm for the good work William Johnson has done in my finance. I highly recommend here to anyone in need of financial breakthrough out there..
Brittany Foxx
Cardiologist
I consulted Charles when I started having financial draw backs, and he helped me gain back my feet. I now have capital to fund by store and make gains.
Mark Foster
Trader
I started working with William around last year and he taught me the in and out of everything I needed to know about financial management, stock exchange and brokerage. Hhe is a very good man.
Kristina Jones
Credit Manager

Based in New York, working worldwide.

Contact me