fbpx

Taylor Perry

Taylor Perry

Financial Advisor

Taylor Perry is an Investment Advisor Representative with McAdams Group, LLC. McAdams Group, LLC specializes in issues concerning retirees, is rated by the Better Business Bureau as an accredited BBB business, and is a member of the Memphis Regional Chamber of Commerce.

Taylor is dedicated to serving and educating clients who are close to retirement or are currently retired. He specializes in helping clients invest for income, estate planning, asset protection, IRA required minimum distribution planning, and Social Security preservation. His process allows him to educate clients on how to avoid financial mistakes that can negatively impact retirement plans such as inefficient asset allocation, inefficient tax planning, and a lack of catastrophic health care planning.

Taylor is a lifelong Memphian and graduate of the University of Memphis with a Bachelor’s of Business Administration Degree in Finance. He has been in the financial services field for over 20 years and currently holds the Accredited Asset Management Specialist designation.

Taylor lives in Midtown Memphis with his wife, Carolyn, and their son, Jack. Taylor enjoys spending time with his family and being the den leader for Jack’s Cub Scout group.