Clarence Taylor, CRPC, AAMS

Critic
DISC Type : C

Senior Vice President at RBC Wealth Management

Washington DC-Baltimore Area, United States

Overview

Clarence Taylor is a Senior Vice President, Financial Advisor, and Senior Portfolio Manager with the Price-Taylor Group at RBC Wealth Management. His CRPC and AAMS certifications highlight a specialization in comprehensive retirement and asset management planning. He holds a degree in Finance from Florida International University.

He and his team recently moved to RBC Wealth Management to leverage the firms global resources and client-first culture.

Personality Overview

ROI Driven

Precise

Critic

They prefer to analyze logically and value objective facts over emotions.  They like to take decisions independently and do not seek others' support often. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Wealth Management
As a Senior Vice President and Financial Advisor, his career is centered on providing wealth management solutions for his clients.
Market Analysis
His social media activity indicates he regularly shares and follows weekly updates on market performance and economic indicators like GDP and Federal Reserve policy.
Retirement Planning
Holds the Chartered Retirement Planning Counselor (CRPC) designation, indicating a specialized focus on guiding clients through retirement.

Media Appearances

Clarence has no verified media appearances

Work History

9-2025
Senior Vice President at RBC Wealth Management
7-2024 - 9-2025
Director, Truist Investment Services Inc. at Truist Wealth
2-2021 - 6-2024
Vice President, Financial Advisor CRPC, AAMS / The Price-Taylor Group, of Truist Investment Services at Truist Investment Services, Inc. Truist Wealth
1-2016 - 2-2021
Vice President, Financial Advisor CRPC, AAMS at BB&T Scott & Stringfellow
10-2009 - 1-2016
Private Financial Advisor at SunTrust Investment Services, Inc.

Education

Finance from Florida International University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Washington DC-Baltimore Area, United States Job Level : Leadership Designation : Senior Vice President at RBC Wealth Management
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Insights For Selling To Clarence

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Clarence is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Clarence

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Clarence move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Clarence take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Clarence

Personality Compatibility


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