Taylor Stafford in

Taylor Stafford

Energizer · DISC type I
Client Service Associate at Truist Investment Services, Inc. at Truist Wealth
📍 Nashville Metropolitan Area, United States

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.

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Experience
2 Years
Current Role
Client Service Associate at Truist Investment Services, Inc.
Location
Nashville Metropolitan Area, United States
Personality Overview

How Taylor shows up

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.

Priorities

Topics Taylor cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2019 - 2023
Bachelor's degree
Haslam College of Business at the University of Tennessee
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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