Taylor Lee, CFP®
Financial Advisor
“I love being a resource for clients and building relationships with them. For a lot of people, the world of finance, investing, taxes, estate planning, and retirement planning can be confusing, so there is a big opportunity in this industry to be a resource and an educator. There are also a lot of different types of advisors and firms, many of which do not put clients’ needs first or focus on comprehensive planning. Considering this lack of financial education, quality firms, and advisors, there’s a huge opportunity to help people. This is what gets me out of bed in the morning—it’s my ‘why’.”
A CERTIFIED FINANCIAL PLANNER™ with 12 years of industry experience and an alumnus of Clemson University, Taylor has been fascinated with finance since reading about compounding interest at the age of 10. A resource in the planning world, Taylor has been quoted in Business Insider, Yahoo Finance, and AOL. Taylor enjoys spending time with his wife and family, reading financial news and books, hunting, and being outdoors.
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Contact Us
Belmont
123 N. Main Street
Belmont, NC 28012
Phone: (704) 825-1560
Cornelius
19600 West Catawba, Suite 201
Cornelius, NC 28031
Phone: (704) 825-1560
Ballantyne
15720 Brixham Hill, Suite 300
Charlotte, NC 28277
Phone: (704) 825-1560
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Investment advisory services offered through Fusion Capital Management, an SEC-registered investment advisor. Insurance and annuities offered through Belmont Capital Advisors, Inc, NC License #1000047399.