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Chad Taylor
Chad Taylor, CFP®
Senior Vice President - Wealth Management
4350 La Jolla Village Drive
#1000
San Diego, CA 92122
tel: 858-597-7703
toll free: 800-821-4593 ext. 7703
fax: 858-597-0455
Email Me
Welcome Education Honors Experience Services
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • BBA - Finance, 1997
    Texas State University
    San Marcos, TX
  • Personal Financial Planning
    San Diego State University
    San Diego, CA
  • Series 7 - General Securities Representative
  • Series 24 - General Securities Principal
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
Honors and Recognitions
  • Consumers' Research Council of America - America's Top Financial Planners - 2008, 2009
Business Experience
  • 2007 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    San Diego, CA
  • 2003 - 2007: Ray Lucia Co., Inc.
    Financial Advisor
    San Diego, CA
  • 2000 - 2003: Jackson National/Guardian Investor Services
    Assistant Vice President
    San Diego, CA
  • 1997 - 2000: Merrill Lynch
    Financial Advisor
    Dallas, TX
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Alternative Investments
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
  • Cash Management
  • Philanthropic Services
Bulletin Board
  • We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
  • Whenever the market is up or down 100 points, the 100 Point Commentary posted in Special Reports, will provide insight. Whenever you have questions about market activity, please contact us.
  • Overreacting to the market events often forces investors to sell at the bottom or miss out on a subsequent recovery. By reviewing your long-term, diversified investment plan on a periodic basis, we can alter it as your needs change—or help you stick to it when the market starts to make you jittery.
Chad Taylor is licensed in the following state(s): AZ, CA, FL, HI, NV, OR, TX, UT, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

US Financial Services: Initial Read on Public-Private Investment Program; March 24, 2009 (pdf)

2009 Annual Limits: Relating to Financial Planning (pdf)

100 Point Commentary (pdf)
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Morgan Stanley Smith Barney
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