Atlanta, GA March 27, 2015 – BIP Wealth announced today that Taylor Williams has joined the firm as a Personal Wealth Advisor. He is responsible for meeting the wealth management needs of affluent individuals as well as developing clientele for the firm.
Taylor has over 20 years of industry experience and he is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining BIP, he spent 10 years at Wellspring Associates Wealth Management and 6 years at Schwab Private Client working with affluent families. He received his Bachelor’s degree in Business from Charleston Southern University and earned a Financial Planning Certificate from Oglethorpe University.
“We are extremely pleased to have Taylor join our firm,” says Bill Harris, co-founding Partner of BIP. “We’ve known each other for more than 15 years, so I know he will be a tremendous fit culturally for BIP. I’m looking forward to integrating his level of experience and expertise with our existing team of advisors.”
Taylor and his wife reside in Buckhead with their three children. He enjoys the outdoors, farming and coaching his children’s sports teams.