Taylor T. Stanfill
VERISAIL PARTNERS
CHAMBLEE, GA 30341
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CRD#: 5865559
Professional summary
Taylor Thomas Stanfill, CFP® is a registered financial advisor currently at VERISAIL PARTNERS, LLC located in Chamblee, Georgia.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Taylor has worked at 2 firms and has passed the Series 65 exam.
Biography
What events led you to this career?
I started my career in commercial real estate. While I enjoyed my job, I wasn’t passionate about it. I wrestled with how to use my strengths to impact people’s lives in a positive way. This led to a career change where I began helping clients with financial planning and investment management. I started at a large company but realized I desired a small company environment where I could help shape the vision and culture. I joined Verisail as the 3rd partner and am excited to spend my career here!
Family info:
My wife and I live in Roswell, GA. We started dating in high school, and we have been married for 12 years. We have 3 kids. The two most important roles I have are being a husband and father.
What are your interests outside of work?
I love to run, be outside, and push myself physically. I enjoy spending time outdoors with my family whether it’s working in the yard or relaxing by a bonfire. Traveling is something Sally and I enjoy doing together. Our most memorable trip was traveling to China to adopt our son. Finally, we are very involved in our church in Roswell.
Education - B.B.A. Real Estate, magna cum laude, University of Georgia
Designations - Certified Financial Planner (CFP®)
Affiliations - Financial Planning Association, NAPFA, Special Olympics of GA Track Coach
Question & Answer
What are your service offerings?
Finances can be complicated an...
Clientele: Widows, divorcees, ...
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Corporate Executives
Divorce Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Thomas Stanfill's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 20, 2014 - Present
VERISAIL PARTNERS, LLC
Office #1: 5256 Peachtree Road Suite 170, Chamblee, GA 30341RIA
CRD#: 153751
CHAMBLEE, GA
Past
February 7, 2011 - May 15, 2014
RONALD BLUE & CO., LLC
RIA
CRD#: 104605
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VERISAIL PARTNERS, LLC
SCOTT VOIGT | VERITAS PLANNING GROUP, LLC | VERISAIL PARTNERS, LLC
CRD#: 153751 / SEC#: 801-113771
RIA
Registered Investment Advisory firm - (8/7/2018 Approved)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Texas
Registered Investment Advisory firm - (8/31/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(5/20/2014)
Current Firm
VERISAIL PARTNERS, LLC
SCOTT VOIGT | VERITAS PLANNING GROUP, LLC | VERISAIL PARTNERS, LLC
CRD#: 153751 / SEC#: 801-113771
RIA
Registered Investment Advisory firm - (8/7/2018 Approved)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Texas
Registered Investment Advisory firm - (8/31/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5256 Peachtree Road Suite 170, Chamblee, GA 30341
Mailing Address
Phone number
(404) 220-7662
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 978 |
| AUM (Assets Under Management) | $ 251,111,000 |
Red Flags
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