Taylor Finley, CFP®
Financial Advisor
Taylor is a Certified Financial Planner™ professional. He is an Investment Advisor Representative and Registered Representative with Cambridge Investment Research. His role in the firm is assisting with portfolio management, developing financial plans, and maintaining client relationships.
Taylor joined the family business in 2015 after completing his bachelors degree in Finance from Schreiner University. He is the third generation Finley to work in the family business. His activities include former President of Phi Delta Theta, former Eagle Scout, graduate of Leadership Kerr County, graduate of Leadership Kerrville Independent School District. He enjoys spending time with family, traveling, golfing, fly fishing, wake surfing and skiing.
Phone
(830)-896-4400
Fax
(830)-257-5833
Mobile Phone
(830)-739-4133