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.

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.

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.

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.

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.