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Hunt T

Series 63, Series 65

Memphis, TN

Simplicity wealth

Hunt Taylor is a financial advisor with Simplicity Wealth, LLC, holding the Series 63 and Series 65 designations and bringing 26 years of industry experience. He has previously worked at Mathis, Tibbets and Mathis, Transamerica Financial Advisors, Inc., Virtue Capital Management, and operates Taylor Wealth and Insurance, an investment and insurance business. Additionally, Taylor is a producer for The Glass Insurance Group, which provides commercial property and casualty insurance for restaurants and contractors. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering discretionary and non-discretionary portfolio management, and supports advisers through its technology platform and third-party model managers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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