About
Jon Taylor is a seasoned financial sales professional who thrives on the challenge of working with advisors to identify client solutions and grow assets under management. He brings 25 years of experience to his current position as Senior Annuity Desk Lead at Wealth Enhancement, having held previous positions as a wholesaler, sales manager, relationship manager and in product development at Transamerica, AIG, Empower, Charles Schwab and Pacific Life. Over the course of his career, Jon has specialized in building high-performing teams and has developed a passion for helping advisors integrate annuities into an investment portfolio to reduce risk and improve outcomes.
Jon lives in Denver, Colorado, and enjoys riding his motorcycle in the Rocky Mountains and skiing with his family.
Education
- B.S. - Business Administration - Finance, Penn State University
Resources from Jon Taylor
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation