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Donald F. (Don) Taylor |
Position: |
Field Representative |
Designation(s): |
JD, RFC |
Address: |
3040 Post Oak Blvd., Suite 400 |
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Houston, Texas 77056 |
Phone: |
281-220-2777 |
Alt Phone: |
713-854-2999 |
Fax: |
713-622-1440 |
Email: |
donald_taylor@wealthdesigngroup.net |
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Professional Experience
Don has been with the Guardian Life Insurance Company of America since 2000.Don has over 25 years of client experience in the financial services industry. He uses his law and finance background to help uncover unique planning strategies that can optimize his clients’ financial world. Don is licensed for Life and Health Insurance in Texas, Louisiana and Arkansas. Don brings a unique combination of honesty, compassion, and humor to his clients’ planning engagements. He helps his clients grow and preserve their assets and protect the people they love. The real benefit is that his clients gain confidence, clarity, and peace of mind knowing that their family’s financial future is secure. He is a Registered Representative and Financial Advisor with Park Avenue Securities LLC, member FINRA, SIPC. He is licensed to offer securities in Alabama and Texas.
Education
University of Texas, BBA finance with honors, 1975
University of Texas school of law, JD(law), 1977
Memberships
& Afflilations
Member, State Bar of Texas
Member, Society of Financial Service Professionals
Don is also a member of his company’s Leaders Club
Personal
Don was born in 1953 in Dallas, Texas. He married his wife Lora, an accomplished harpist, in 1979. They are the proud parents of three daughters: Julie, Kristin and Jennifer. Their family experience gives them rich perspective about the challenges of caring for their handicapped daughter, Julie. Kristin graduated from the University of Texas at Austin in May of 07 and is the assistant choir director at James Taylor High School in Katy, and Jennifer is a sophomore at the University of Texas at Austin majoring in communication. They are members of Spring Branch Community Church.
Other
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 400 Houston, Texas 77056. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 713-622-0192. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Design Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
Securities licensed in: Alabama, Arkansas, California, Colorado, Florida, Louisiana, Maryland, Michigan, New Jersey, New York, Texas and Wyoming.
Advisory licensed in: Louisiana and Texas Licensed in (state):
Life insurance: Arkansas, Arizona, Colorado, Georgia, Kentucky, Mississippi, New Jersey, New York, Texas, Wisconsin, and Wyoming.
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+33.74