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Brent Taylor, CFP®
Brent Taylor, CFP® Business Development and Strategies Director Email Brent

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.

  • Bachelor of Arts in Political Science, University of North Carolina
  • Master of Business Administration in Finance, Georgia State University
  • CERTIFIED FINANCIAL PLANNER™
  • Atlanta Estate Planning Council
  • Estate Planning Council of North Georgia
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