Retirement Planning SpecialistIn 1975, Roger's father passed away and he did not know for several months that his mother had to borrow the money needed for funeral and burial expenses. Roger was horrified and heartbroken, and entered into the life insurance business with a mission not to let his mother's experience happen to anyone else. As a sharecropper's son, he knew the value of hard work. Since 1976 when he founded Roger G. Taylor and Associates, he has had a very successful career by pursuing his passion of protecting clients against financial devastation.
In 2016, Roger transitioned ownership to Sarah Dixon and Shanna Strickland who have been assisting his clients since 2005. He continues to be available to Sarah, Shanna, and clients in a retired senior advisor role. The transition has allowed him to serve more in the community and spend time with his wife, Gaile, along with their seven children and twelve grandchildren.
Education:
- Louisburg College- A.A. June 1968
- North Carolina Wesleyan College- B.A. in History May 1970
- East Carolina University- Masters in Education Administration May 1975
Licenses:
- FINRA Series 6, 63, 65 and 7 securities registrations
- NC Life, ADD, Medicare Supplement/Long Term Care
Professional Education:
- Chartered Life Underwriter (CLU) 1982
- Life Underwriters Training Council Fellowship (LUTCF) 1984
- Chartered Financial Consultant (ChFC) 1985
- The Wharton School, University of PA - Certificate in Retirement Planning 2007
Professional Associations:
- Member of NAIFA (National Association of Insurance & Financial Advisors)
- Member – NAHU
- Life Member of the Million Dollar Round Table - 38 years
Achievements & Awards:
- Lifetime Achievement Award
- Equitable National Honor Associate
- Equitable Order of Excalibur
- Equitable Hallmark VIII
Leadership:
- NC Wesleyan College Trustee, Past Chairman - Building & Grounds, Past President of NC Wesleyan College Alumni Association
- Louisburg College Trustee, Past President of Louisburg College Alumni Association
- Nash Health Care Foundation Board
- Nash Health Care Foundation Capital Campaign
- Rocky Mount Chamber Past Chairman
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Taylor Financial Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.