Chad E. Taylor

Chad E. Taylor is a Houston-based Financial Advisor specializing in retirement whose knowledge, reliability, and perceptive nature have all helped earn him a reputation as a trusted wealth creation resource. Over the course of two decades, he has garnered extensive financial advisory experience. As a Managing Partner of MDT Financial Advisors since 2009, he is committed to helping equip his valued clients with the wealth advisory solutions they need to thrive both personally and professionally.

Prior to that, Chad served as a Financial Advisor, Assistant Vice President at Merrill Lynch for six years, where he provided strategic retirement and investment planning. He also was with Salomon Smith Barney as a Financial Advisor, Second Vice President.

In addition to his experience he has a Chartered Retirement Planning Counselor (CRPC®) certification and a Degree in Finance from Texas A&M University.

Chad E. Taylor is happily married to his lovely wife Jennifer, and they are the proud parents of a beautiful daughter named Madison. When not watching Madison dance competitively, he is also an avid reader and a Texas A&M Football fan.

Professional Registrations and Licenses:

• Series 65, Uniform Investment Advisor