Trey Allen Taylor
Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$12BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Forvis Mazars Wealth Advisors, LLCJun 2024 to now
- Johnson and Johnson InsuranceMar 2023 to Jun 2024
- Total Quality LogisticsJan 2022 to Dec 2022
- StarbucksSep 2021 to Nov 2022
- Pruco Securities LLCJul 2021 to Nov 2021
- New York LifeJun 2021 to Jul 2021
- Raskob Kambourian Financial Advisors, Ltd.Jan 2021 to Jun 2021
- Meyers Wealth ManagementJun 2019 to Aug 2019
- University of ArizonaAug 2016 to May 2021
- Levi's Strauss & Co.Nov 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
Forvis Mazars Wealth Advisors, LLC
$12BAssets managed
4,584Clients
83Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7393828
- Firm CRD
- 110905