Jesse Taylor is an LPL Wealth Manager whose primary focus is to tailor a customized financial plan for every client. With over twenty years of experience in financial services and corporate finance, Jess is dedicated to delivering a superior client experience to individuals, families, and businesses. He takes the time to learn about each client and develops a plan to work towards successfully realizing their long-term financial aspirations and goals. Whether you need investment management, retirement planning, or are a business owner needing 401(k) plan design and management, Jess is committed to a thorough, needs-based strategy. Along with serving our community professionally, Jess is also passionate about community service as an enthusiastic supporter of the Community Kitchen in Paducah. He and his wife, Samantha resides in West Paducah and he has two children, Natalie, and Nathan. As a family, they love to spend most of their free time on soccer fields across the Midwest, cheering on the kids and enjoying the sport they love.
Jess earned a bachelor’s degree in Sociology from McKendree College and as an LPL Wealth Manager holds FINRA Series 6, 63 and 7 securities registration through LPL Financial. Jess is also a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant.