Brent Taylor, CFP®
Business Development and Strategies Director
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Experience
Brent Taylor, CFP®, serves as Business Development and Strategies Director for Magnolia Trust Company. In this role, he fosters new and existing relationships with high-net-worth and ultra-high-net-worth individuals and families, business owners, and key intermediaries. With over 25 years of experience in the financial services industry, Brent enjoys partnering with potential clients to ensure that their multi-generational trust needs are met.
Brent 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.
Prior to joining Magnolia Trust Company, Brent served as Business Development Officer and Director of Foundations/Endowments for CIBC Private Wealth Management. He also held several other roles across the firm during a 15-year tenure.
Education
- Bachelor of Arts in Political Science, University of North Carolina
- Master of Business Administration in Finance, Georgia State University
Professional Affiliations
- CERTIFIED FINANCIAL PLANNER™
- Atlanta Estate Planning Council
- Estate Planning Council of North Georgia
Meet the Magnolia Team
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Todd McMullen, CPA
President & Chief Executive Officer
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Rhett Zeigler, J.D.
Executive VP & Chief Trust Officer
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Carter Larson, CTFA, CFA
Risk and Compliance Director
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Kerry A. Larkins, CFP®, CTFA
Senior Vice President and Senior Trust Officer
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Katie H. Byrum, J.D.
Senior Vice President and Senior Trust Officer
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Yasmeen Callum
Marketing Manager
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Kelly Schumacher
Finance and Accounting Manager
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Jamie Boyle
Vice President & Trust Administrator
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Michelle Przystas
Senior Trust Specialist
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Christa Meyer
Administrative Assistant
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