Brent Taylor Joins Magnolia Trust Company as Business Development and Strategies Director
Posted on June 19, 2023
ATLANTA and CHATTANOOGA, Tenn. – Magnolia Trust Company, a leader in independent trust administration serving high-net-worth clients across the Southeast, announced Brent Taylor, CFP, has joined the company as business development and strategies director.
In his role, Taylor fosters new and existing relationships with high-net-worth and ultra-high-net-worth individuals and families, business owners and key intermediaries. He will continue to broaden Magnolia’s presence in the Atlanta market and beyond by building on his strong connections with advisors and partnering with the clients they serve to ensure that their multi-generational trust needs are met.
“Brent’s expertise in relationship management and proven track record of helping clients achieve their financial goals will be an asset to our company and team,” said Magnolia President and CEO Todd McMullen. “His focus on serving others will advance Magnolia’s strategic growth as we engage with clients and their professional advisors across the Southeast to provide best-in-class services.”
Taylor has more than 20 years of experience in the financial services industry. Most recently he served as business development officer and director of foundations/endowments for CIBC Private Wealth Management.
Taylor earned a Bachelor of Arts in Political Science from the University of North Carolina and a Master of Business Administration in Finance from Georgia State University. He also holds the Certified Financial Planner certification.
“I am thrilled to join a company that is dedicated to providing the highest levels of client service,” noted Taylor. “This opportunity allows me to bring my knowledge and passion to the table, and I look forward to working closely with the team to deliver exceptional results and make a lasting impact on the industry.”
About Magnolia Trust Company
Magnolia Trust Company provides superior individualized and independent trust administration services for high-net-worth individuals and families, including privately held business owners, foundations, family offices, and charitable organizations. The company works alongside the client’s team of advisors to develop and execute tax and dynastic trust planning strategies and goals, while integrating business and personal cash flow needs. The client remains at the center, surrounded by personally selected advisors who help bring the client’s aspirations to life and preserve the client’s legacy for future generations. Learn more at MagnoliaTrust.com.