Bringing Confidence to Your Investment Planning

Overview

John A. Taylor, III is a 30+ year veteran of the financial services industry having the privilege to assist his clients in identifying their life long financial goals and dreams. He works tirelessly to help a select group of individuals, families and businesses build, manage, preserve and transition wealth.

Background & Experience

John is a graduate of Mars Hill University and he started his career with Wheat First Securities (a predecessor firm of Wells Fargo Advisors) in 1992. John holds multiple retirement and retirement income focused designations including the Chartered Retirement Planning Counselor(CRPC^®), Certified Retirement Counselor

(CRC^®), Retirement Income Certified Professional (RICP^®) and Plansponsor Retirement Professional (PRP).

Before becoming a Financial Advisor, John held several retirement focused financial services roles that allowed him to travel the United States teaching retirement planning and income planning strategies to financial advisors. He was part of Wachovia Corporation’s income planning strategy development team and was responsible for developing and implementing income planning strategies for advisors and clients. Wachovia Corporation was a predecessor firm of Wells Fargo. John joined The Waller/ Mathews Wealth Management Group of Wells Fargo Advisors (David Mathews and Taylor Waller) in 2011. After 12 years together, David and Taylor retired on April 30, 2023. This started the next chapter in John’s career. The Taylor/Anderson/Waller Financial Group of Wells Fargo Advisors became the official new team on May 1, 2023. John is excited to carry on the legacy with his new team members Financial Advisors Will Anderson and Marshall Waller. Client’s always come first and we have created a team that will be here to serve you and your family for generations to come.

Personal

John celebrated 30 years of marriage to his wife Carey in 2023 and he has 3 daughters, Morgan, Brooke and Claire. He is a member of the West Richmond Rotary Club where he has an opportunity to give back to the community through volunteering and Service. John is an avid outdoorsman. He has a passion for all types of fishing as well as hiking and spending time exploring our local, state and National Forest.

Overview

With over 29 years of experience in Financial Services, Will Anderson works with a select group of individuals, families, and business owners and helps them build, manage, preserve and transition their wealth. As a Financial Advisor that holds the Accredited Investment Fiduciary, AIF^® designation, Will skillfully guides clients to implement timely, well- informed, and educated decisions based upon the fiduciary standard of care. His goal is to help clients plan and live out their life long financial goals and dreams.

Background & Experience

Will began his career as a Regional Lending Officer at Merrill Lynch in Jacksonville, FL where he learned the importance of client relationships and delivering excellent client service. In 2005 he moved his family to Richmond, VA where he joined Wells Fargo Advisors as the Business Strategy Manager for Banking Services. He met one of his future team members John Taylor shortly after arriving in Richmond. In 2008 he accepted a client and advisor facing role as the Regional Banking Consultant for the Virginia Region where he consulted with clients and advisors around lending. While in this role, he met his other future team members David Mathews and Taylor Waller, both now retired.

Prior to advising clients, he also held several other key leadership roles in the firm including serving as DC/MD/VA’s Productivity Consultant for 10+ years and as the Eastern Region’s Divisional Productivity Manager where he coached and trained financial advisors. He would often advise or teach about the cornerstones of wealth management which include planning, investments, banking and lending, trust and estate services and risk management strategies.

Over decades of working with hundreds of clients, advisors and leaders, he will tell you that nothing is more important than listening and understanding client needs, goals and agendas. He and the Taylor/Anderson/Waller Financial Group of Wells Fargo Advisors look forward to extending their services to you and your family.

Personal

Will is a graduate of the University of Florida and lives in Midlothian, VA with Tabitha, his wife of 26 years, their 19 year old son and 15 year old daughter. You will often find him volunteering on deck at his children’s neighborhood, high school or year round swim meets. He loves spending time with his family, the outdoors, golfing, cycling, exercising and working on his landscape.

About the Firm

Wells Fargo Advisors is one of the nation’s premier financial services firms and has grown over the years through mergers with some of the industry’s most respected regional and national firms. Throughout their histories, Wells Fargo Advisors’ predecessors were known for service based on trust and knowledge, and for cultures that put client needs above all else.

 

 

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.  Equal Housing Lender

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.

Wells Fargo Advisors is not a legal or tax advisor.

Overview

Marshall is a Financial Advisor with Wells Fargo Advisors, serving clients in his community with their retirement, investment planning, education savings, and comprehensive wealth management needs. As a third-generation financial advisor, Marshall is thrilled to carry on the family name in this industry and follow in the footsteps of his grandfather and father, who were both career financial advisors.

Background & Experience

Marshall enjoys making a meaningful, positive impact in his clients’ lives. Through a process of open communication, he uncovers his clients’ goals, objectives, and risk tolerances, which allows him to provide strategies and solutions to families’ complex financial situations. Previously, Marshall spent 13 years working as a Commercial and Multifamily Mortgage Banker, equipping him with insights into his clients’ borrowing needs, as well.

He and his team members Senior Financial Advisors John Taylor and Will Anderson form the Taylor/Anderson/Waller Financial Group of Wells Fargo Advisors. Marshall and his team look forward to extending their services to you and your family.

Personal

Marshall obtained his bachelor’s degree in finance from the University of South Carolina, where he graduated magna cum laude and was a member of the Phi Beta Kappa Honors Society. He is the former Treasurer for Safe Harbor of South Carolina, a non-profit organization that provides safe shelter, counseling, and advocacy for victims of domestic violence. Marshall currently lives in Richmond with his wife, Kate, and their three children. In his free time, he enjoys traveling, hiking, and spending time on the Rappahannock River.

About the Firm

Wells Fargo Advisors is one of the nation’s premier financial services firms and has grown over the years through mergers with some of the industry’s most respected regional and national firms. Throughout their histories, Wells Fargo Advisors’ predecessors were known for service based on trust and knowledge, and for cultures that put client needs above all else.

Overview & Experience

Jamal Akbari specializes in brokerage operations and client service support and has spent over 6 years with Wells Fargo and Wells Fargo Advisors.

For over 4 years, he worked for our Estate Processing Team helping with settling estates and learning our platform. He then spent 1 year as Wells Fargo Personal Banker at our Bon Air location. Since January of 2023, he’s been working with the Taylor/Anderson/Waller Financial Group of Wells Fargo Advisors serving as Senior Brokerage Client Associate.

Prior to moving to the United States in 2014, he served for over 4 years as an interpreter and translator for the U.S. military in Afghanistan where he worked closely with the U.S Military.

Jamal obtained his bachelor’s degree in business administration from Dunya University, located in Kabul, Afghanistan. He speaks four languages: Persian, Pashto, Hindi, and English.

Personal

Jamal currently lives in Mechanicsville, VA with his wife, Hamida, and their son, Kian. He is a volunteer with the Aga Khan Council for Northeastern United States, where he provides assistance to immigrants and new arrivals to the United States with the resettlement process.

He enjoys hiking, playing soccer, and spending time with his family and friends. 

About the Firm

Wells Fargo Advisors is one of the nation’s premier financial services firms and has grown over the years through mergers with some of the industry’s most respected regional and national firms. Throughout their histories, Wells Fargo Advisors’ predecessors were known for service based on trust and knowledge, and for cultures that put client needs above all else.

Overview & Experience

Stacey Baker began her career with what is now Wells Fargo over 30 years ago. She has held several key positions, including over 15 years working in our sales side Fixed Income department within the Corporate and Investment Bank covering corporations and public entities. For the past 6 years she has served as a Senior Registered Client Associate and Branch Liaison in the Richmond Bayberry office.

Stacey’s experience, organizational skills, industry knowledge and her positive, friendly, can-do attitude allows her to provide excellent service and support for our clients.

She graduated Cum Laude from Washington and Lee University with a Bachelor of Science in Business Administration and Accounting.

Personal

Stacey was a founding member of the Xi Lambda chapter of Chi Omega and member of the women’s tennis team at Washington and Lee.  She proudly experienced the unique initial years of women being invited to attend and graduate from W&L.

Stacey resides in a 100+ year old home in the Fan District of Richmond with 2 spoiled felines. She stays active by practicing yoga.  If she’s away from work, there’s a good chance she’s traveling to Canada to visit close friends.

About the Firm

Wells Fargo Advisors is one of the nation’s premier financial services firms and has grown over the years through mergers with some of the industry’s most respected regional and national firms. Throughout their histories, Wells Fargo Advisors’ predecessors were known for service based on trust and knowledge, and for cultures that put client needs above all else.