Broker Check
Daniel A. Taylor, CLU®, ChFC®, CFP®

Daniel A. Taylor, CLU®, ChFC®, CFP®

Associate General Agent

As Associate General Agent, Daniel is responsible for the strategic growth and development of the firm. He works closely with his team to create the best possible environment to foster success in this industry. Our mission is to help advisors build healthy, joyful practices that propel their lives forward.

Daniel has a passion for income protection. He started his career specializing in this area 15 years ago, and today he works with many of the industry’s best advisors helping them design and implement high level disability income protection plans. Much of his work is done with Physicians and Dentists, and Daniel routinely speaks to residents, fellows, and new practitioners about life after training and financial next steps.

Following the lead of his father Leonard B. Taylor, Daniel joined Ashford Advisors in 2009. He currently holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations. He is a regular qualifier of the Guardian Leader’s Club, Disability Inner Circle, and Presidential Citation Award and has been a key-note speaker at various Guardian leadership conferences.

The most important thing in Daniel’s life is his family. He lives in Milton, GA with his wife Heather and three children Owen, Parker, and Cora. They are members of the First Baptist Church of Alpharetta. Outside of community involvement, the Taylors are active equestrians and frequently horse show in the South. They also enjoy golf, camping, and rock climbing.

 Education, Training, Memberships

  • Georgia State University, Bachelor Double major in History and Political Science Certified Financial Planner Board of Standards, Certified Financial Planner (CFP®) designation.
  • The American College, Chartered Life Underwriter (CLU®) designation
  • The American College, Chartered Financial Consultant (ChFC®) designation.

 Jessica Callihan, Asst. 

Daniel Taylor, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 900 ASHWOOD PARKWAY, SUITE 400, ATLANTA GA, 30338, 770-3902600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Ashford Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0L07027.