TAYLOR FINCHUM
I was blessed to grow up watching my father help people reach their goals and live out their dreams as a financial advisor with Edward Jones. He was passionate about what he did, and I wanted to find that for myself. In 2013, I chose to follow in my father's footsteps, and it is one of the best decisions I have ever made.
Not everyone had a parent in the industry to teach them about money matters; we want to be that resource for you and your family. Our office takes a personalized approach to learning what is important to you and we help empower you to achieve your long-term goals.
I am an active member of the Sulphur community, serving on the board of the SOWELA Foundation, Care Help and Junior Achievement of Southwest Louisiana. I am also a member of the Sulphur Rotary Club, the Krewe de la Louisiane and Krewe of Athena.
Furthering my industry knowledge helps me to best serve my clients. I hold the Chartered Retirement Planning Counselor™ designation, a graduate-level program for offering clients comprehensive retirement advice, as well as the Chartered Financial Consultant® designation, an advanced financial planning certification.
In 2019, I earned the CERTIFIED FINANCIAL PLANNER™, CFP®, designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My branch office administrator, Marlene Little, is dedicated to providing you with the highest level of service possible.
I was blessed to grow up watching my father help people reach their goals and live out their dreams as a financial advisor with Edward Jones. He was passionate about what he did, and I wanted to find that for myself. In 2013, I chose to follow in my father's footsteps, and it is one of the best decisions I have ever made.
Not everyone had a parent in the industry to teach them about money matters; we want to be that resource for you and your family. Our office takes a personalized approach to learning what is important to you and we help empower you to achieve your long-term goals.
I am an active member of the Sulphur community, serving on the board of the SOWELA Foundation, Care Help and Junior Achievement of Southwest Louisiana. I am also a member of the Sulphur Rotary Club, the Krewe de la Louisiane and Krewe of Athena.
Furthering my industry knowledge helps me to best serve my clients. I hold the Chartered Retirement Planning Counselor™ designation, a graduate-level program for offering clients comprehensive retirement advice, as well as the Chartered Financial Consultant® designation, an advanced financial planning certification.
In 2019, I earned the CERTIFIED FINANCIAL PLANNER™, CFP®, designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My branch office administrator, Marlene Little, is dedicated to providing you with the highest level of service possible.
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- Website:
https://www.edwardjones.com/us-en/financial-advisor/taylor-finchum - Phone: (337) 625-6939
- Email:
taylor.finchum@edwardjones.com - City: Sulphur
- State: Louisiana
- Postal Code: 70663
- Country: United States
- Designations: