Wealth 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.

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.

Frederic A. Palmliden

Investment Strategist
615-372-1364 615-372-1365 Email
Licenses & Certifications:
CFA® charterholder
Chartered Market Technician, CMT
FINRA Securities Registration for Series 7, 66, 86 & 87

Fred has a bachelor’s degree in mathematics with a double minor in business administration and computer science from Union University.  He started in the financial services industry in 2000 and joined Taylor Wealth Solutions in August 2016.  Fred provides market analysis, investment solutions, and portfolio construction guidance.  He also works alongside relationship managers to support client needs.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Allan Phillips

Financial Advisor
615-372-1378 615-372-1379 Email
Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER, CFP®
Licensed Insurance Agent - Life & Health
FINRA Securities Registration for Series 7 & 66

Allan has a bachelor’s degree in Communication from Vanderbilt University. He joined Taylor Wealth Solutions in March 2016. Allan helps clients with financial planning, insurance, and wealth management. His particular focus is with physicians and professionals.

Barbara G. Daugherty

Compliance Officer
Sales Assistant
615-372-1350 615-372-1351 Email
Licenses & Certifications:
FINRA Securities Registration for Series 6, 26, 28, 63, 65 & 99

Barbara has a bachelor’s degree in education and a master’s of education in psychology from Middle Tennessee State University. She joined Taylor Wealth Solutions in October 1986. Barbara focuses in the day to day operations of our broker dealer which includes high level personal service, trade execution and compliance.

Debi A. Shelton

Sales Assistant
Accounting/Bookkeeping
615-372-1346 615-372-1347 Email
Licenses & Certifications:
FINRA Securities Registration for Series 6, 63 & 99

Debi has a bachelor’s degree in accounting from Middle Tennessee State University. She joined Taylor Wealth Solutions in March 1997 to handle the accounting and bookkeeping responsibilities. In addition, Debi works in the day to day operations of our broker dealer.

Randall (Randy) G. Laughlin

Sales Assistant
615-372-1348 615-372-1349 Email
Licenses & Certifications:
FINRA Securities Registration for Series 7 & 66

Randy has a bachelor’s degree in organizational leadership from Bethel University. Prior to joining Taylor Wealth Solutions in September of 2014, he served his country for seven years in the U.S. Army and National Guard. Randy supports the wealth planning team in reporting, investment analysis, and organizational systems.

Theresa J. Lyle

Customer Service
615-372-1382 615-372-1383 Email

Theresa has a bachelor’s degree in merchandising and a minor in business management from the University of Tennessee. She joined Taylor Wealth Solutions in August 1997. Theresa provides administrative support to our wealth management clients and is a member of our customer service team.