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About
Edward Taylor is a Senior Portfolio Manager at Verity Investment Partners, based in Bluffton, SC, where he leads portfolio management and client advisory services with a focus on long-term, income-focused investment strategies. At VIP, he manages portfolios primarily for high-net-worth individuals, charitable organizations, and retirement clients, utilizing a dividend growth approach to help clients transition from earned income to investment income.
Edward’s sector expertise centers on U.S. equities with an emphasis on dividend-paying stocks, and he is directly involved in developing educational resources to help clients achieve financial independence in retirement. He brings over 15 years of experience in wealth management and investment advisory, previously serving as Director of Wealth Management at Blackwell Boyd & Associates and as a Client Portfolio Manager at Dividend Assets Capital.
Edward holds an MBA in Entrepreneurship and Innovation Development and a BA in Agricultural and Applied Economics from Clemson University. He is a Certified Investment Management Analyst (CIMA) and is registered to provide investment advisory services in several states, underscoring his commitment to fiduciary excellence and client-focused portfolio construction.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Verity Investment Partners | Sr. Portfolio Manager | May 2019 to Present | — |
| Verity Investment Management | CPM | Apr 2019 to Present | — |
| Blackwell Boyd & Associates | Director of Wealth Management | Feb 2018 to Apr 2019 | — |
| Dividend Assets Capital | Portfolio Manager | May 2011 to Feb 2018 | — |
| Clemson University Small Business Development Center | Research Assistant | Jan 2011 to Aug 2011 | — |
| Seaside Farm | Crop Manager | May 2006 to Jul 2010 | — |
Education
Clemson University
MBA, Entrepreneurship and Innovation Development
2010 — 2011
Clemson University
Agricultural and Applied Economics, Business Management
2002 — 2006
Skills & Expertise
Others at Verity & Verity, LLC (4)
| Name | Role | Location |
|---|---|---|
| Managing Partner | San Antonio, TX , United States | |
| CPM and Trader | Bluffton, SC , United States | |
| partner | Beaufort, SC , United States | |
M Michael Nix | President and Chief Investment Officer | Beaufort, SC , United States |
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