Investment
Advisor
& Manager
I can help you discover opportunities
that can positively impact your
finance in short and long terms.
Contact Us
  • 2750 Duffy St
  • 200 sq. m.
  • $ 240 000
  • 5032 Hewes Ave
  • 290 sq. m.
  • $ 390 000
  • 2239 Wilmar Farm Rd
  • 350 sq. m.
  • $ 340 000
54+ works

About Me

My Skills and Achievements

I’m Donald Owen Taylor FINRA regulated Broker at TRUST FIRST INC LLCCRD#: 79

Donald Owen Taylor is a respected financial advisor with over 35 years of experience. He has received numerous awards including Top Wealth Advisor in 2016, Five Star Wealth Manager from 2012 to 2019, and Top Financial Advisor by Barron’s in 2016-2018. Taylor is known for His ethical practices, expertise, and personalized approach.

Donald Owen Taylor is an outstanding financial advisor with a wealth of knowledge and experience in the field. With over 35 years in the industry, He has a track record of providing sound financial advice to His clients and helping them achieve their financial goals. He is known for His personalized approach to financial planning, taking the time to get to know each client’s individual needs and goals and tailoring His advice accordingly.

Donald is highly respected in the financial industry and has earned numerous accolades, including being named as one of the top 100 financial advisors in the nation by Barron’s magazine. He is committed to staying up-to-date on the latest market trends and economic developments, and uses this knowledge to help His clients make informed decisions about their investments.

Overall, Donald is a dedicated and trustworthy advisor who truly cares about His clients and works tirelessly to help them achieve financial success.

From inflation to stocks and cryptocurrency, I have valuable perspectives on how current events can affect your finances, as well as how to mitigate risks. I can help you discover opportunities that can positively impact your finance in short and long terms.

Why choose
Me ?

Donald Owen Taylor should be your go-to financial advisor for several reasons. Firstly, He has a wealth of experience in the financial sector, having served in the industry for several years. Secondly, Donald is dedicated to helping His clients achieve their financial goals by providing tailored financial solutions that meet their unique needs. He understands that no two clients are the same and, as such, He takes a personalized approach to His work. Furthermore, He is always up-to-date on the latest market trends, which enables His to provide His clients with accurate and reliable financial advice. Finally, Donald is passionate about what He does, and He derives satisfaction from helping His clients reach their financial goals. Therefore, if you want a financial advisor who is knowledgeable, dedicated, personalized, reliable, and committed to your success, Debora Owen Taylor is your ideal choice!

Qualifications

Certificates
And Experience

Dec 30, 2002

Donald Owen Taylor’s State Securities Law Exam is a crucial test for aspiring securities professionals in the US. It covers topics such as securities fraud, financial statements, and investment advisor regulations. Passing the exam requires intensive preparation, including studying relevant laws, reviewing the exam format, and practicing mock tests to develop critical thinking abilities. Passing the exam is essential for obtaining a license to sell securities.

Oct 1, 2018

This is about Donald Owen Taylor’s General Industry/Products Exam, which assesses knowledge of occupational safety and health regulations in the general industry and product safety standards. The exam covers hazardous materials, fire prevention, personal protective equipment, industrial hygiene, workplace ergonomics, product recalls, warning labels, and product liability laws. The exam is taken by safety professionals and people in manufacturing, construction, and healthcare. Passing the exam shows high competency in identifying and mitigating workplace hazards, preventing workplace injuries, and illnesses.

Feb 21, 2007

The Principal/Supervisory Exam assesses a candidate’s readiness to be a school principal or supervisor covering topics such as educational leadership, school culture, and curriculum development. Candidates must show knowledge of education policies and practices, strategic thinking, and decision-making skills. Passing the exam earns a license or certification, allowing me to apply for leadership positions in schools. The exam evaluates a candidate’s intellectual abilities, leadership qualities, and communication skills and is a crucial measure of my preparedness for education leadership.

2002-2016

Donald Owen Taylor worked at UBS Financial Services Inc., registered with the CRD# 8174, between 2002 and 2016. During His tenure, He held various positions and was responsible for investment advising and managing clients’ portfolios. As a financial advisor, Taylor provided comprehensive investment solutions and developed tailored investment strategies for clients with diverse financial needs. He also maintained strong relationships with His clients by regularly meeting with them to discuss their portfolios’ performance, monitor market conditions and provide guidance for future investment decisions. Taylor’s extensive experience in the financial industry and His dedication to providing exceptional services to His clients helped His establish a stellar reputation in the field.

Award-winning
Investment Advisor

Donald has delightfully and remarkably made some landmark achievement in the investment advisory sector.
109
Portfolio Handles
We have been working in the industry since 2002.
43
Carbon Projects Completed
To this day, we have handled various carbon projects.
20
Awards
I have been awarded for creativity many times.
450+
Happy clients
Top class relationship with my clients including over 50 businesses.

Services

My Full Professional Services
Investment Advisory

With your interest at heart, I make sure that I do my best to give my clients investment advice that will ensure best results

Stock Brokerage

I provide intermediate to maximum stock brokerage services to my clients with best liquidity

Carbon trading

I provide advisory of credits that permit a company or other entity to emit a certain amount of carbon dioxide

Commodity trading

Effectively manages the process of buying, transporting, storing, transforming and/or selling physical commodities, as well as managing assets, especially Gold and Silver

Real Estate

Real estate investments, agriculture and other asset classes

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our team

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