Ralph Edward Taylor

Advisor at Edward Jones — Moultrie, GA South Main Street

Updated today

Credentials

CFP®, Series 66

Experience

11 years

Location

Moultrie, GA 31768

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Ralph Taylor is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Moultrie, GA, and holds the Series 66 designation. Outside of advising, he owns the building where his branch operates. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branches.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Family Business Business ownership considerations Multi-generational wealth transfer Wealth management

Occupation focus

Professional Athlete Entertainment Industry Founder/Business Owner

Demographic focus

Intergenerational Families

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Moultrie, GA South Main Street

700 South Main Street

Moultrie GA 31768

Advisors at this office

4

Most active in

Georgia · Texas

Work history

11 years of industry experience

Edward Jones

2014 - Present • 12 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Molly S

CFP®

Moultrie, GA

Bluesky Wealth Advisors, LLC

Molly Sutz is a CFP® professional with four years of industry experience, currently serving at Bluesky Wealth Advisors, LLC. She previously worked at Elwood and Goetz Wealth Advisory Group and Wells Fargo Advisory Group. Bluesky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individuals, trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach with a focus on low-cost, tax-efficient implementations and selective use of active managers.

Real estate investing Tax strategies for small businesses
user avatar

Tammy C

Series 63

Moultrie, GA

Kestra Private Wealth Services, LLC

Tammy Croyle is a financial advisor at Kestra Private Wealth Services, LLC with 31 years of industry experience. She holds a Series 63 designation and has previous experience with Raymond James Financial Services, Inc, The First Bank, and Southwest Georgia Bank. Outside of her advisory role, she assists with administrative tasks at Inspired Wealth Planning. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets. The firm supports a broad range of investment products and offers specialized services such as annuity subaccount management and 529 plan services.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

John G

CFP®, Series 63

Moultrie, GA

Kestra Private Wealth Services, LLC

John Griffin is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC and previously worked at Raymond James Financial and The First Bank, ANBA. Griffin serves on multiple local boards, including Colquitt Regional Medical Center, Archway Partnership Colquitt County, and Moultrie Housing Authority, and is involved with his local First Baptist Church. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with oversight of advisor recommendations within an approved product menu.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive

Griffin D

CFP®, Series 66

Moultrie, GA

Edward Jones

Griffin Dunn is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked in trucking and education sectors. He is also the owner of a retail business, Turners Dress Shop, in Moultrie, GA. Edward Jones is a wealth management firm that serves a diverse client base, including individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Military & Veterans Founder/Business Owner

Robin R

Series 66

Moultrie, GA

Edward Jones

Robin Redding is a financial advisor with Edward Jones in Moultrie, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, Robin was associated with Young Living for seven years and also worked in bookkeeping and management roles at Redding Dental PC and Redding Management, LLC. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Retirement income strategy Retirement withdrawal strategies Founder/Business Owner

Will S

Series 66

Moultrie, GA

Edward Jones

Will Southwell is a financial advisor at Edward Jones in Moultrie, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the Colquitt County School System for 12 years. He serves as a community assistant coach for a middle school baseball team in Moultrie. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory and investment services through a nationwide network of financial advisors and branch offices, managing over $1 trillion in assets under management.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Inheritance planning Founder/Business Owner
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