Chris Taylor is a native Tennessean and proud magna cum laude graduate of the University of Tennessee. After almost two decades of leadership and real‑world financial planning experience, Chris brings a calm, structured, and deeply human approach to helping clients make confident, values‑aligned financial decisions.

 

As a fiduciary and Certified Financial Planner® Professional, Chris is committed to delivering advice that is transparent, evidence‑based, and always in the client’s best interest. He also holds the Behavioral Financial Advisor (BFA™) designation, where he studied the psychological and emotional factors that influence money choices. This background shapes his belief that good advisors are teachers — guides who help clients understand their own behaviors, reduce financial stress, and stay focused on long‑term goals.

 

Chris specializes in empowering individuals and families to take charge of their financial futures through comprehensive planning. He works extensively with entrepreneurs, professionals, and clients who want their financial lives to reflect their personal values — including those interested in charitable giving and long‑term legacy planning. His approach blends technical expertise with empathy, clarity, and a strong commitment to education.

 

A dedicated UT Volunteer (GO VOLS!), Chris has served on the Board of the UT Alumni Association for a decade and on the Alumni Board Advisory Council for the UT System. He is also a co‑founder and former executive board member of Outlook, a regional 501(c)(6) organization representing more than 100 businesses committed to building a diverse business community. Chris is passionate about expanding access to financial leadership within minority communities and regularly volunteers his time speaking and teaching on this topic.

 

Outside of work, Chris enjoys time with his family. They love traveling — especially anywhere with a beach — sharing good food and wine, and spending quality time with friends and extended family.

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Specialties & Interests

• Comprehensive Financial Planning — Retirement, education, family, tax, estate, and risk management

• Investment & Wealth Management

• Behavioral Finance Coaching

• Entrepreneurs & Business Owners

• Socially Conscious / Values‑Based Investing

• Financial Leadership

• Charitable Giving & Philanthropy

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**Chris Taylor is not affiliated with LPL Financial.**