Leadership Team

Martha (Marti) S. Mason

Chief Executive Officer
615-372-1342 615-372-1343 Email
Licenses & Certifications:
Licensed Insurance Agent – Life & Health
FINRA Securities Registration for Series 6, 28, 63, 65 & 99

Marti has a bachelor’s degree in business management with a minor in math and economics from Lipscomb University. She started in the financial services industry in 1981 and joined Taylor Wealth Solutions in November 1982. Marti is responsible for the day to day operations of the firm along with client relationship management, participant education and customer service oversight.

William G. Taylor, III

Financial Advisor
615-372-1344 615-372-1345 Email
Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER, CFP®
Accredited Investment Fiduciary, AIF®
Chartered Life Underwriter, CLU
Licensed Insurance Agent – Life & Health
FINRA Securities Registration for Series 7, 24, 53, 66 & 99

William has bachelor’s degrees in aerospace and mechanical engineering with a business minor from the University of Tennessee. He joined Taylor Wealth Solutions in January 2007. William develops wealth solutions for individuals and businesses focusing on investment management, retirement planning and insurance. A particular focus is with physician and professional groups and entrepreneurs.

Jay L. Hollis, Jr.

Business Development
Financial Advisor
(615) 372-1380 (615) 372-1381 Email
Licenses & Certifications:
CHARTERED RETIREMENT PLANS SPECIALIST℠, CRPS®
Professional Plan Consultant™, PPC™
Licensed Insurance Agent – Life & Health
FINRA Securities Registration for Series 7, 66 & 99

Jay has a bachelor’s degree in journalism and public relations from the University of Mississippi. He joined Taylor Wealth Solutions in April 2011 to focus on business development and client relations. Jay assists businesses with retirement plan design, investment management and participant education to maximize the benefits for owners and employees.

David A. Lankford

Vice President, Wealth Management
Financial Advisor
615-372-1354 615-372-1355 Email
Licenses & Certifications:
Licensed Insurance Agent – Life & Health
FINRA Securities Registration for Series 7, 24, 63, 65, 66 & 99

David has a bachelor’s degree in accounting from Lipscomb University. He entered the financial services industry in 1978 and joined Taylor Wealth Solutions in April 2007. David provides wealth management services to individuals and develops investment strategies for individuals and business clients.

Tina M. Bowling

Director of TPA Services
615-372-1360 615-372-1361 Email

Tina has a bachelor’s degree in business administration with minors in accounting, economics and finance from Middle Tennessee State University. She started in the financial services industry in 1982 and joined Taylor Wealth Solutions in April 1985. Tina’s division works with businesses in many industries administering defined contribution and defined benefit plans including compliance, annual IRS filings, participant services and all other necessary TPA functions.

George W. Moody

Chief Compliance Officer
615-372-1356 615-372-1357 Email
Licenses & Certifications:
Licensed Insurance Agent – Life & Health
FINRA Securities Registration for Series 6, 7, 24, 53, 66 & 99

George has a bachelor’s degree in finance from Auburn University. He started in the financial services industry in 2005 joining Taylor Wealth Solutions in March 2011. George maintains document management, broker/dealer and RIA compliance and other necessary internal controls.

J.D. Stuart

Director of ERISA Plan Compliance
(615) 372-1374 (615) 372-1375 Email
Licenses & Certifications:
FINRA Securities Registration for Series 6 and 63
Juris Doctor (JD)
Licensed to practice law in the State of Tennessee

J.D. has a bachelor’s degree in political science and minors in financial economics and US history from Vanderbilt University. In addition, he has a law degree from the University of Georgia. J.D. joined Taylor Wealth Solutions in November 2013. He helps clients navigate changes in the regulatory environment of the IRS and DOL by drafting plans and amendments and researching upcoming changes.