Sign in

You're signed outSign in or to get full access.

Edward Taylor

Edward Taylor

Sr. Portfolio Manager at Verity & Verity, LLC

Bluffton, SC , United States

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

OrganizationRoleDate RangeDetails
Verity Investment PartnersSr. Portfolio ManagerMay 2019 to Present
Verity Investment ManagementCPMApr 2019 to Present
Blackwell Boyd & AssociatesDirector of Wealth ManagementFeb 2018 to Apr 2019
Dividend Assets CapitalPortfolio ManagerMay 2011 to Feb 2018
Clemson University Small Business Development CenterResearch AssistantJan 2011 to Aug 2011
Seaside FarmCrop ManagerMay 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

Financial Analysis
Financial Modeling
Investments
Microsoft Excel
Portfolio Management
Microsoft Office
Asset Management
Data Analysis
Customer Service
Strategic Planning
Bloomberg
Risk Management
Sustainable Agriculture

Others at Verity & Verity, LLC (4)

NameRoleLocation
Andy Anderson
Andy Anderson
Managing PartnerSan Antonio, TX , United States
Keith Bosco
Keith Bosco
CPM and TraderBluffton, SC , United States
Jon Verity
Jon Verity
partnerBeaufort, SC , United States
M
Michael Nix
President and Chief Investment OfficerBeaufort, SC , United States

Similar Fund Managers

NameRoleFundLocation
Sara Caudle
Sara Caudle
Investment AssociateAnchor Investment Management, LLCColumbia, SC , United States
W
Walker Williams
Senior Portfolio ManagerAnchor Investment Management, LLCColumbia, SC , United States
Adam Bonner
Adam Bonner
Trading and Program ManagerApollon Wealth Management, LLCSC , United States
Brian Pierce
Brian Pierce
PartnerApollon Wealth Management, LLCCumming, GA , United States
C
Chris Antley
Portfolio ManagerCCM Investment Advisers LLCMount Pleasant, SC , United States
Fowler Cary
Fowler Cary
President and Chief Investment OfficerCCM Investment Advisers LLCHouston, TX , United States
A
Andrew Duncan
Portfolio ManagerFoster Victor Wealth Advisors, LLCGreenville, SC , United States
J
Jonathan McAdams
Chief Investment OfficerFoster Victor Wealth Advisors, LLCSC , United States