|
| |
| Team |
WILLIAM W. TAYLOR
CYPRESS WEALTH MANAGEMENT
100 Highland Park Village, Suite 200
Dallas, Texas 75205
(214) 295-3360
wtaylor@cypress-wealth.com
EDUCATION
1992
to 1996 |
Texas
A&M University, College Station,
Texas |
| |
...Bachelor
of Business Administration - Finance |
| |
.12th
Man Kickoff Team Member |
| |
...GTE
Academic All Southwest Conference, 1994 |
PROFESSIONAL EXPERIENCE
2007
to present |
Cypress
Wealth Management, Dallas, Texas |
| |
...Financial
Planner |
| |
...Principal |
| |
1999
to 2007 |
Carter
Financial Management, Dallas Texas |
| |
...Financial
Planner |
| |
...Member,
Investment Committee |
| |
1996
to 1999 |
American
Express Financial Advisors, Houston,
Texas |
| |
...Financial
Planner |
| |
...Instructor,
New Advisor Development |
PROFESSIONAL SERVICE
| |
Frequent
Editorial Contributor |
| |
...Dallas
Morning News |
| |
...Investment
News |
| |
Emerging
Investor Workshop/Finance 101 |
| |
...Presented
to athletes, intercollegiate and
..
professional, basic financial planning
concepts |
| |
...Presented
to high net worth couples, basic and
...intermediate
financial planning concepts |
CIVIC/COMMUNITY SERVICE
| |
American
Cancer Society, Active Fundraiser, 1998
to present |
| |
National
Multiple Sclerosis Society, Active Fundraiser
and Volunteer, 1997 to present |
| |
Susan
G. Komen, Active Fundraiser, 1998 to
present |
TEXAS A&M UNIVERSITY SERVICE
| |
Dallas
A&M Club President Elect, 2003 to
2004 |
| |
Dallas
A&M Club President, 2005 |
| |
Dallas
A&M Club Board of Directors, 2003
to present |
| |
12th
Man Foundation Board of Directors, 2004
to present |
| |
12th
Man Foundation Champions Council, 2005
to present |
| |
Association
of Former Students Leadership Council,
2003 to 2004 |
| |
Texas
A&M Foundation Planned Giving Council,
2004 to present |
PROFESSIONAL ORGANIZATIONS
| |
Dallas/Fort
Worth Financial Planning Association,
2001 to present |
| |
Foundation
for Financial Planning, 2001 to present |
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