Taylor Roberts

An internship with JC Bradford began Taylor’s love of following the markets. Compass Brokerage was Taylor’s first financial employer, where he and Joe Montgomery first started working together. A few years later Taylor moved to Smith Barney (Robinson Humphrey at the time), then joined Morgan Keegan (later acquired by Raymond James). An avid follower of financial markets, Taylor stays up-to-date with news and trends, which he shares with clients as he helps them work toward their financial goals. 

Taylor received a Bachelor’s Degree in Economics from The University of Alabama and holds Series 7, 63 and 65 registrations through LPL Financial.

Taylor and his wife Elisabeth live in Hartselle. Between the two of them they have four children: Shelby, Jud, Grady and Collette. In his free time Taylor enjoys spending time outdoors hunting, fishing and playing golf. As a devoted community member, he has served as chairman for several different boards including the Morgan County American Cancer Society and Morgan County American Heart Association as well as leading Hartselle First United Methodist Church Men’s Group.