Tim Taylor is not just a Financial Advisor, he has been a trusted friend and confidant to his clients over his 30 years in the industry. A craftsman who believes in building customized client portfolios, Tim learns each clients’ specific needs by intently getting to know them in every stage of their life. He then tailors each portfolio based on his client’s goals and risk tolerance – no two portfolios are the same. In addition to personalized investment portfolios, Tim offers Davenport Asset Management portfolios; utilizes the firm’s fixed income specialists and draws on his own experience with the bond market to review a broad selection of corporate, municipal and government bond offerings; and relies on the expertise of the financial planning team. He frequently monitors client portfolios for changes in the economic climate as well as in his clients’ lives.
As a “student of the market,” Tim is always learning, reading and studying trends so he can share his knowledge with his clients, and with his colleagues. He often mentors young associates at Davenport. Tim is a member of Davenport’s Board of Directors and also serves on the Audit Committee and Portfolio Review Committee. He is Series 7, 24, 63 and 65 registered with FINRA and is licensed to offer life and long-term care insurance.
Tim began his career working as an intern at Scott & Stringfellow during his junior year at Randolph Macon College. He graduated with a BA degree in Business and Economics. He became a Financial Advisor in 1986 and built a successful practice, which he moved to Davenport & Company in 2002.
An avid sports fan, Tim enjoys supporting local teams and watching college football. He and his wife, Julie, have two adult sons, Jackson and Clay. He also adores the outdoors, spends time on his farm, and enjoys exploring Richmond, exercising and reading.
Tim Taylor is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in Alabama, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming. He is licensed to offer insurance and annuity products to residents in Florida, North Carolina, and Virginia.