Amegy Wealth Advisors | LPL Financial
J. Ryan Taylor, CFA®
Vice President | Wealth Advisor
Phone
Branch/Office Location
J. Ryan Taylor, CFA®
Vice President | Wealth Advisor
About Ryan
- B.S. Business Administration | Texas A&M University
- Series 7, Series 53, Series 63, Series 66 registrations held with LPL Financial and Life & Health Insurance licensed
- Member of the Houston Society of Financial Analysts
- Chartered Financial Analyst (CFA®)
Professional Background
Ryan has 20+ years of financial experience and rejoined Amegy Wealth Advisors in June 2017. As a Wealth Advisor, Ryan works to understand what is most important to his clients and tailors planning and strategies according to their needs. He has advised high net worth individuals, families, institutions and foundations on all aspects of their wealth since 2010, spending time at two national financial institutions. Prior to that and starting in 2003, Ryan served as a Portfolio Manager and managed the fixed income trading desk at Amegy Bank.
Ryan received his Bachelor of Science in Business Administration from Texas A&M University, graduating Cum Laude. He received his CFA® designation in 2006 and is an active member of the Houston Society of Financial Analysts. Ryan and his wife, Courtney, are native Houstonians and are busy raising their three children.
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Products and Services I specialize in:
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. Amegy Bank, a division of Zions Bancorporation, N.A., and Amegy Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Amegy Wealth Advisors, and may also be employees of Amegy Bank, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Amegy Bank, a division of Zions Bancorporation, N.A. or Amegy Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
| Not Bank Deposits or Obligations | ||
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