Tradition Wealth Management, LLC
Jake Taylor is a seasoned financial professional currently serving as a Private Wealth Advisor and Director of Sports Management at Tradition Wealth Management, LLC since August 2017. Prior to this role, Jake worked as a Financial Representative at Northwestern Mutual from January 2015 to August 2017. Jake's career began in sales as an Industrial Uniform Sales Representative at Cintas between July 2012 and November 2014. Before transitioning into finance, Jake had a successful career as a professional athlete, playing for the Hartford Wolfpack (2004-2008), Springfield Falcons (2008-2010), and Oklahoma City Barons (2010-2011). Educational background includes attendance at the University of Minnesota in 2003-2004.
Tradition Wealth Management, LLC
Tradition Wealth Management is a high-level, high-touch wealth planning firm that combines financial and investment expertise to create personalized strategies to meet the financial goals of our clients. We are committed to helping people navigate and enhance their financial situation in a consultive way. Our greatest asset is the trust of our clients and we are often considered their personal CFO. We work diligently and set rigorous goals to build and preserve their wealth and drive positive financial results. We are an independent firm and are 100% employee-owned. This ensures that we provide unbiased wealth planning with no allegiances to any one firm, product or service. This allows us to meet the unique financial goals of each client with the highest level of integrity. We manage our clients’ financial wellbeing as we do our own – respectfully and professionally. Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Advisor. Securities offered through Concourse Financial Group Securities, a Registered Broker / Dealer and Member of FINRA and SIPC. Tradition Wealth Management, LLC, is independent of Concourse Financial Group Securities, Inc.