History
Robert Taylor Briscoe began his career in finance at Virginia Polytechnical Institute and State University (Virginia Tech) where he received his Bachelor of Science in Finance, Insurance and Business Law. Upon graduation in 2003, he stepped into a managerial role for a Medical Equipment Provider company that serviced the vast majority of Virginia, acting as head of purchasing, price negotiations, inventory management, corporate accounting, and financial forecasting. Desiring to help more people on a larger scale, Taylor decided to shift his career path from working in a company, to working with multiple companies and individual clients on their finances. He achieved this by successfully starting his own Financial Advisor Business at Ameriprise Financial in 2006 in the Tidewater Area of Virginia. In 2008 he moved his practice to the Washington DC / Northern Virginia area and joined one of the top 2% of firms nationwide with Ameriprise Financial - Whitlock Wealth Management.
Specialties
As a financial advisor focusing on working with business owners, I can give you the extra confidence that comes from a partnership with someone who understands your financial goals, needs and dreams. You'll feel comfortable knowing that my primary focus is on creating a one-to-one relationship that provides tailored financial solutions specific to your needs. Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence. Areas of Focus: - Executive Compensation and Benefit Strategies - Investments - Retirement Income Strategies - Charitable Giving - Retirement Plan Distribution - Wealth Preservation Strategies - Retirement Planning Strategies - 401(K) Advising for Corporations and Business Owners