Taylor Stafford in

Taylor Stafford

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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

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 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

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Education
2019 - 2023
Bachelor's degree
Haslam College of Business at the University of Tennessee
Social presence
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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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