Taylor Stafford

Energizer
DISC Type : I

Client Service Associate at Truist Investment Services, Inc. at Truist Wealth

Nashville Metropolitan Area, United States

Overview

Taylor Stafford is a Client Service Associate with Truist Wealth, holding both Series 7 and Series 63 certifications. A graduate of the Haslam College of Business at the University of Tennessee, he has a background in wealth management and financial consulting, focusing on client support and investment services.


His early career included data analysis and intern roles at a custom home building company before he transitioned into the financial services industry.

Personality Overview

Imaginative

Full Of Energy

Informal

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Wealth Management
His career includes roles as a Client Service Associate at Truist Wealth and a Wealth Management Associate at Equitable, showing a focus on managing client assets.
Investment Services
He works for Truist Investment Services and holds Series 7 and 63 certifications, indicating deep knowledge in securities and investment products.
Financial Consulting
Based on his past experience as a Financial Consultant at Tristate Financial Advisors, where he likely provided direct financial guidance to clients.

Media Appearances

Taylor has no verified media appearances

Work History

1-2025
Client Service Associate at Truist Investment Services, Inc. at Truist Wealth
1-2024 - 10-2024
Wealth Management Associate at Equitable
11-2023 - 1-2024
Financial Consultant at Tristate Financial Advisors
6-2019 - 8-2019
Summer Intern at On Point Custom Homes
6-2018 - 8-2018
Data Analyst at On Point Custom Homes

Education

2019 - 2023
Bachelor's degree from Haslam College of Business at the University of Tennessee

More Information

Social Presence :

Prographics :

Exp : 2 Location : Nashville Metropolitan Area, United States Job Level : N/A Designation : Client Service Associate at Truist Investment Services, Inc. at Truist Wealth
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Insights For Selling To Taylor

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Talk anecdotally about the customer experience that your product offers
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be too formal, focus on building comfort and trust
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Taylor is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Taylor

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Taylor move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Taylor take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Taylor

Personality Compatibility


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