From Philadelphia to $450M a Year: Will Taylor on Wealth Management and Trust
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From Philadelphia to $450M a Year: Will Taylor on Wealth Management and Trust
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In this episode of The Capital Play, CJ Hawkins sits down with Will Taylor, Regional Vice President at Raymond James Investment Management, for a candid conversation on what it really takes to build trust, scale relationships, and win in high-stakes finance.
Growing up in a crime-infested neighborhood in Philadelphia, Will learned early lessons about money, risk, and ambition that would shape a career spanning nearly two decades in wealth and asset management. Today, he manages a territory that consistently brings in $425–$450M in new assets annually, specializing in fixed income, equities, and alternative strategies.
Will breaks down what a fixed income wholesaler actually does, how he diagnoses portfolio problems in real time, and why relationships drive long-term success. He also reflects on guiding families through market crises like 2008 and 2020, the personal trade-offs that come with elite performance, and the systems he uses to stay present at home while competing at the highest level professionally.
Whether you’re curious about distribution roles, wealth management, or how trust compounds over a career, this episode delivers real insight from someone who’s built impact one relationship at a time.
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