- Adaptable professional with over 35 years of work experience and proven knowledge of leadership, problem-solving, and prioritization. Aiming to leverage my abilities to successfully fill the Financial Advisor role at your company.
- Highly motivated individual with experience helping individuals and families achieve financial goals. Proven track record of success in helping clients reduce debt, build savings and increase net worth. Adept at developing and implementing customized financial plans to meet unique goals and objectives of each client.
- Dynamic professional with experience guiding clients through complexities of financial planning. Proven track record of delivering individualized strategies tailored to specific needs and objectives of clients. Adept at analyzing financial statements, developing financial plans and providing guidance on tax strategies.
Hi, I’m
JAMES S. TAYLOR
Frisco,TX
Summary
Overview
37
years of professional experience
Work History
Money Matters / RPOAPlano, TX
Financial Advisor
06.2012 - 06.2022
Job overview
- Analyzed client portfolios regularly to ensure that investments are meeting long-term goals
- Facilitated client meetings, reviewed financial goals and objectives, and presented tailored advice solutions
- Analyzed financial information obtained from clients to determine strategies for meeting clients' objectives
- Provided comprehensive financial advice to clients, demonstrating strong knowledge of investment products and services
- Interviewed clients to determine assets, liabilities and cash flow
- Implemented best practices in customer service while responding promptly to inquiries from current and potential customers
- Developed detailed retirement plans for clients, incorporating tax planning strategies to optimize outcomes
- Maintained up-to-date knowledge of changing regulations in the finance industry and advised clients accordingly
- Participated in professional development courses and seminars related to industry trends and developments.
New York LifeDallas, TX
Financial Advisor
01.2009 - 06.2012
Job overview
- Successfully completed Life Insurance training and Investment and passed Exams in 3 Month period to start new career in Financial Industry
- Created and Implemented business plan to create new leads through community events/meetings, networking and word of mouth campaigns
- Established relationships with external advisors such as attorneys, accountants or estate planners
- Educated clients on the various investment options available
- Developed client pipeline by prospecting, networking and developing niches
- Educated clients about the importance of diversification when investing across multiple asset classes
- Evaluated clients' current financial position, including income, expenditure, insurance coverage, tax status and investments
- Assisted clients in understanding the impact of taxes on their overall net worth.
LAKEMONT COMMUNITIES, INCRoseville, California
Senior Project Manager
01.2002 - 01.2009
Job overview
- Oversaw all phases of design, construction, and establishment of new communities' master plans
- Coordinate all due diligence land efforts; includes zoning, municipality and political assessment, site constraints, environmental issues, price negotiations, land and home comparable, and pro forma analysis
- Liaise with government, political, and community jurisdictional leaders
- Pioneered new start-up division to create and develop multi-use Senior Village Living campuses throughout Pacific and Southwest
- Led efforts to secure $20M in start-up private equity funding for launch of new Senior Village Living business model
- Planned, designed, and entitled 2 master planned communities in California, Fiesta de Vida and Eskaton Village; consist of 1,470 single family homes, 398 senior units, and 27-hole golf course
- Directed multidisciplinary team acquiring +12 major land use entitlements; included general plans, zoning, environmental impact reports, civil engineering tract maps, vested development agreements, city annexation, community landscape architecture, and architectural guidelines.
LUMOS & ASSOCIATESReno, Nevada
Senior Planner
01.2001 - 01.2002
Job overview
- Designed and led implementation of site plans
- Processed and coordinated entitlement approvals
- Coordinated with internal engineering teams and location offices
- Administered proposals and contracts
- Produced substantial new business, formulating and executing strategic plans to acquire projects with new and existing clients
- Generated buy-in and support of projects with municipalities, jurisdictions, and communities, initiating 1:1 meetings, and delivering public presentations
- Resolved contractual deviations, ensuring 100% adherence to agreements and specifications.
VON HAGGE, SMELEK & BARILHouston, Texas
Project Golf Course Architect
01.1997 - 01.2001
Job overview
- Conceptualized, prepared, and managed master plans for domestic and international golf course development
- Established and cultivated client relationships
- Directed bidding and construction
- Reviewed specifications, change order, and process pay requests
- Prepared and administered project schedules, cost estimates, and field construction punch lists
- Created and submitted preliminary master plans, illustrations, and all graphic elements for jurisdictional approval
- Developed and led execution of innovative design and architectural plans for numerous golf courses in national and global locations
- Created detailed plans including for grading, greens, grassing, bunkers, lakes, and irrigation
- Coordinated construction teams, consultants, and local project representatives, traveling frequently throughout US and abroad to provide hands-on guidance and aid.
COLLABORATIONSSacramento, California
Owner & Principal
01.1994 - 01.1997
Job overview
- Created and led strategic plans to build business and client base
- Identified and cultivated viable leads
- Designed customized solutions to fit unique client desires and needs
- Prepared contracts and proposals
- Hired, mentored, and oversaw planning and landscape architecture staff.
Golf Course Real Estate Development, Landmark Land Company, La QuintaCarmel, CA
Land Planner
01.1985 - 01.1994
Job overview
- Worked with Company Principles on Raw Land Real Estate Projects to bring them through Design, Entitlements and Construction
- Served as a member of the company’s internal Design & Planning Team.
Education
Texas Tech University
Bachelor of Landscape Architecture
University Overview
Chartered Retirement Planning Counselor SM - CRPCTX Dept of Insurance - LifeFINRA - Series 6FINRA - Series 65
University Overview
Timeline
Financial Advisor
Money Matters / RPOA
06.2012 - 06.2022
Financial Advisor
New York Life
01.2009 - 06.2012
Senior Project Manager
LAKEMONT COMMUNITIES, INC
01.2002 - 01.2009
Senior Planner
LUMOS & ASSOCIATES
01.2001 - 01.2002
Project Golf Course Architect
VON HAGGE, SMELEK & BARIL
01.1997 - 01.2001
Owner & Principal
COLLABORATIONS
01.1994 - 01.1997
Land Planner
Golf Course Real Estate Development, Landmark Land Company, La Quinta
01.1985 - 01.1994
Texas Tech University
Bachelor of Landscape Architecture
Chartered Retirement Planning Counselor SM - CRPCTX Dept of Insurance - LifeFINRA - Series 6FINRA - Series 65