Whether you’re just starting out, nearing retirement, or somewhere in between, it is important to have a clear plan to chase your financial goals. To help you pursue your financial dreams, US Community Wealth Management would like to introduce you to Taylor Morrison, our new dedicated Wealth Advisor with LPL Financial.
US Community Wealth Management wants to be a part of your future, regardless of where you are in the planning process. We place a focus on the following areas:
- Investment Planning
- Personal Financial Planning
- 401k Consultation and Transition Education
- Individual Retirement Account (IRA) assistance
- Retirement and Retirement Income Planning
- Life and Long-Term Care Insurance
- Estate Planning and Wealth Transfer
- College Education Planning
Pursuing Financial Independence With US Community Wealth Management
Maybe you are planning for a major purchase, (such as a new home or vacation property), or perhaps you are preparing for retirement. Either way, major life events may warrant a review of your current portfolio. Your portfolio may even just need a second opinion. Or, maybe you just want to take the first steps to create a portfolio. Whatever your present circumstances and future needs, Taylor can help you confidently pursue financial independence.
“I hope to educate our clients on investing, the basics and principles that will help each person find and continue with financial confidence”
Taylor Morrison, Wealth Advisor
“I hope to educate our clients on investing, the basics and principles that will help each person find and continue with financial confidence,” says Morrison. “My desire to help people has been at the root of my work all my life. I have always had such a passion for financial education and planning. I truly believe that with the basic tools from a financial consultant people can lead a more confident, fulfilling life,” he said.
Taylor is located onsite at the US Community Credit Union Downtown Nashville Branch at 89 Hermitage Ave. Nashville, TN 37210. He can assist you with choosing the path and the appropriate investment and insurance products to help you pursue your goals. Our wide array of financial products have been specially selected for individuals and families who wish to achieve a specific financial goal or develop a comprehensive financial strategy.
Get To Know Taylor Morrison
Taylor and his wife, Jenni, live in Crieve Hall with their four dogs. He is a TN native and attended Overton High School where he thrived as a student-athlete before earning his bachelor’s degree in Education from the University of Tennessee and MBA from Bethel University. He has been in the financial industry for over 2 years, having trained with Edward Jones before joining the LPL Financial team. Taylor spends his spare time volunteering with local nonprofits, such as Special Olympics, Best Buddies, Alzheimer’s Association, and the Arthritis Foundation.
Taylor holds his Series 7, Series 66 with LPL Financial and insurance license in Tennessee. He will begin classes in January at Belmont for his CFP credentials as well.
We invite you to call him at 615-743-9325 or use this contact form to schedule a complimentary no-obligation consultation to discuss your financial goals.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance Products are offered through LPL or its licensed affiliates. US Community Credit Union and US Community Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using US Community Wealth Management, and may also be employees of US Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, US Community Credit Union or US Community Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | ||
| Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
FINRA (www.FINRA.org)
SIPC (www.sipc.org)
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: Tennessee (TN).