Jeff Taylor in

Jeff Taylor

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Founder / Principal at Crescent Wealth Advisory
📍 Atlanta, Georgia, United States

Jeff Taylor is a principal and co-founder of Crescent Wealth Advisory, which he launched in 2016 to offer sophisticated, values-based solutions to an exclusive clientele. He began his career as a financial planner after earning his BBA from the University of Georgias Terry College of Business.

Outside of his firm, Jeff is an active community supporter of organizations including MedShare, After-School All-Stars, and Childrens Healthcare of Atlanta. He has been recognized by the University of Georgia Alumni Association for leading one of the fastest-growing alumni-owned businesses.

His firm has achieved "Top of the Table" status with the Million Dollar Round Table, a premier global association for top financial services professionals.

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Experience
25 Years
Current Role
Founder / Principal
Job Level
Leadership
Location
Atlanta, Georgia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jeff cares about

Wealth Management
He has co-founded two successful wealth management firms, Crescent Wealth Management (2003) and Crescent Wealth Advisory (2016), to serve an exclusive clientele.
Business Growth
His company has been recognized by the University of Georgia as one of the fastest-growing alumni-owned businesses and made the Inc. 5000 list two years in a row.
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Career

Work history

3-2017
Founder / Principal
Crescent Wealth Advisory
7-2003
Owner
Crescent Wealth Management, Inc.
1-2001 - 7-2003
Financial Planner
Lincoln Financial Advisors
In the press

Media appearances

Jeff Taylor - Crescent Wealth Advisory. Featured in Crescent Wealth Advisory
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Education
1995 - 1999
BBA
University of Georgia - Terry College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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