James W. Taylor

James W. Taylor

Retirement Planning Specialist

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Phone: 817-347-4029
Fax: 817-870-2478
E-mail:
 

I was born in Florida, grew up in Colorado, and moved to Texas in 1985 to attend college. I spent two years at

Texas Tech working on my undergraduate degree and playing football for the Red Raiders. I later completed

my degree, earning a BA, at the University of Texas at Arlington. Additionally, having received a Certificate in

Retirement Planning from the Wharton School at the University of Pennsylvania, I have been awarded the title

of Retirement Planning Specialist by AXA Advisors, LLC. I have also attended the AXA Advisors Institute,

hosted at Harvard University, completing an advanced learning curriculum focused on Asset Allocation and

Wealth Management Strategies.

I am involved locally in the U.T.A. Alumni Association. My wife and I, and our child, live in Mansfield, Texas.


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