Our Story

Humble. Caring. Visionary.

That’s how the staff at Taylor Wealth Solutions describe company founder, Bill Taylor. In 1975, Taylor founded Taylor Financial, a life and disability insurance company.

Bill-taylorwealthBill started the company humbly with just one employee.  But, he set a tone three decades ago with a company philosophy that still resonates to this day, “Always do the right thing for your client.”

After eight successful years in the insurance industry, Bill envisioned a more comprehensive approach to providing financial services to his valued clients – who had begun asking him for financial guidance in all facets of their lives.

In 1983, Taylor/Webster, Inc. was founded, providing retirement plan administration, compliance and consulting. Two years later, Taylor Securities, Inc. augmented the company’s offerings even further with investment and wealth management services as a broker/dealer, later becoming dually registered as a Registered Investment Advisor (RIA).

Today the company has grown from two employees to nearly twenty and from one specialty to three – life and disability insurance, retirement planning and wealth management. But what hasn’t changed is Taylor Wealth Solutions’ strong commitment to providing clients results-driven, high-quality service.

Taylor Wealth Solutions Leadership

Beloved company founder, Bill, has phased into his well-deserved retirement, though his influence and caring spirit still permeate throughout all our daily actions and client relationships.

While our culture sets us apart from other companies like ours, our proven track record of client satisfaction and wealth of industry experience also make us great.

Our leadership team includes:

Martha (Marti) Mason, Chief Executive Officer

William G. Taylor, III, Financial Advisor

Jay Hollis, Business Development

David Lankford, Vice President of Wealth Management

Tina Bowling, Director of TPA Services

J.D. Stuart, Director of ERISA Plan Compliance

Our leadership team has extensive professional and industry experience. But it’s the culmination of our personal, professional and life experiences that enable us to truly identify with our clients, understand their concerns and needs, prepare them for all phases of life and, ultimately, reach their goals.