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

Daniel A. Taylor, CLU®, ChFC®, CFP®

Managing Director & Director of Brokerage Sales

As Managing Director, Daniel is responsible for the strategic growth and development of the firm. He selects, trains, and develops a premier group of advisors that can impact the character of our organization. He works closely with his team to help create an environment to foster success in this industry.

As Director of Brokerage Sales, Daniel works with the some of the South’s best financial advisors to implement Guardian’s industry leading insurance products. He specializes in the life and disability areas and brings experience from the business and advanced planning markets as well.

Daniel recently opened an office in Alpharetta, GA to continue to expand the firm’s footprint. The office is located in Sanctuary Park and provides a young, dynamic environment for advisors looking to grow their business. 

Following in the footsteps of his father Leonard B. Taylor, Daniel joined Ashford Advisors in 2009. He currently holds the CERTIFIED FINANCIAL PLANNERTM professional (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 speaker at various Guardian leadership conferences.

Daniel 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.

Education, Training, Memberships

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

 

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.CA Insurance License #0L07027