Dajuan Taylor
Burlington,NC
Summary
Dynamic financial professional with extensive experience as a Financial Advisor, managing over 500 households and approximately $200 million in assets under care. Demonstrated expertise in driving substantial advisory asset growth and enhancing recurring revenue through strategic client engagement, portfolio support, and collaborative financial planning. Skilled in fostering strong relationships, conducting thorough client reviews, and delivering comprehensive financial planning and portfolio construction services. Committed to empowering clients with tailored solutions that align with their financial goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Registered Branch Associate
Edward Jones
Greensboro, NC
07.2023 - Current
- Support more than 500 households representing approximately $200M in assets under care in the regional leader branch
- Play a key role in growing advisory assets from $19M to $45M and increasing recurring monthly revenue from $40K to $75K
- Assist in building comprehensive financial plans and constructing diversified investment portfolios tailored to client goals, risk tolerance, and time horizon
- Conduct client review meetings, presenting plan updates, portfolio performance, and recommendations
- Facilitate the transition of brokerage households into advisory relationships, supporting long-term client engagement and retention
- Serve as primary point of contact for client service needs, account activity, and relationship coordination across advisory and brokerage accounts
- Manage onboarding, transfers, account maintenance, and review preparation to ensure consistent, high-quality client experience
Financial Advisor
Edward Jones
Gibsonville/Greensboro, NC
07.2023 - 05.2025
- Built relationships with individuals and families by providing guidance on retirement planning, investment strategies, and protection needs
- Developed personalized investment recommendations aligned with client goals, time horizon, and risk comfort
- Prospected for new business through referrals, community involvement, and consistent outreach activity
- Opened and maintained brokerage, advisory, and retirement accounts while supporting clients through key financial decisions
- Cultivated long-term client relationships through personalized financial planning and investment strategies.
Assistant Manager
Autobell Car Wash
Burlington, NC
03.2018 - 07.2023
- Directed daily operations to maintain service quality, customer satisfaction, and adherence to company standards
- Recruited, trained, and coached team members to improve performance, sales effectiveness, and operational consistency
- Monitored and analyzed key metrics including sales, labor costs, and supply usage to improve efficiency and profitability
- Implemented operational procedures and recommended improvements to enhance productivity and compliance
- Managed inventory levels and coordinated supply orders to support uninterrupted service delivery
Resident Advisor
University of North Carolina at Charlotte
Charlotte, NC
08.2019 - 08.2021
- Enforced community standards and university policies to maintain a safe and inclusive residential environment
- Organized and facilitated building, roommate, and one-on-one meetings to foster positive resident relationships
- Served as a mentor and resource, providing guidance and support to residents
- Managed administrative responsibilities including budgeting, maintenance requests, incident reporting, and room assignments
- Promoted community engagement by developing relationships and facilitating connections among residents
Education
Bachelor of Science - Business Administration, Management
University of North Carolina At Charlotte
Charlotte, NC05-2022
Skills
- Goal-oriented focus
- Investment guidance
- Revenue generation
- Business development
- Business planning
- Financial advising
- Financial services
- Operations management
- Proficient in MS office
- Performance metrics tracking
Certification
- Series 7
- Series 66
- Life, Health & Accident
- Fixed & Variable Annuity
- Long Term Care
Timeline
Registered Branch Associate
Edward Jones
07.2023 - Current
Financial Advisor
Edward Jones
07.2023 - 05.2025
Resident Advisor
University of North Carolina at Charlotte
08.2019 - 08.2021
Assistant Manager
Autobell Car Wash
03.2018 - 07.2023
Bachelor of Science - Business Administration, Management
University of North Carolina At Charlotte