Our Team
Sam Taylor, CIMA®, AIF® founded Wealthview Capital after a twenty-five year career in the financial services industry, during which time he worked as a financial advisor, institutional consultant and portfolio manager. He has worked with an array of individual and institutional investors throughout the United States in the creation and prudent management of investment portfolios.
Sam is a Certified Investment Management AnalystSM an Accredited Investment Fiduciary® and a Chartered Retirement Planning Counselor™. He is a member of the Investment Management Consultant's Association (IMCA) and the Rotary Club of Jackson. In his leisure time Sam enjoys writing and spending time outdoors and with his family. He and wife Melanie are members of First Presbyterian Church of Jackson and the parents of three daughters.
Email Sam Taylor at staylor@wealthviewcapital.com
Kelly Adams, AIF®, CRPC®, CMFC® joined Wealthview Capital in 2008 as a research associate. Previously he worked as an auditor for Breazeale, Saunders & O'Neal, Ltd. and for Knobias, Inc., a small-cap research firm. While at Knobias, Kelly worked as a research analyst and later served as Editor-in-Chief of the firm's investment newsletter.
Kelly holds an MBA from Millsaps College and a BA in English from The University of Mississippi. He received the the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies, also known as fi360®. Additionally he holds the Chartered Retirement Planning Counselor™ (CRPC®) and Chartered Mutual Fund Counselor (CMFC®) designations from the College for Financial Planning. He is currently a Level 2 CFA candidate and a member of the CFA Institute. Kelly and his wife, Amanda, live in Jackson, MS are the parents of two sons and are members of St. James Episcopal Church. His interests include playing bass guitar in a local band, reading, writing, traveling and attempting an occasional round of golf.
Email Kelly Adams at kadams@wealthviewcapital.com
Melanie Taylor is the firm's office manager and is responsible for numerous operational and human resource duties. Additionally, she maintains the firm's books and clients' records. Melanie is a member of the Society for Human Resource Management.
Melanie enjoys traveling, water skiing, fishing and spending time with her family. She is a sustainer of and volunteers for the Junior League of Jackson and also Gateway Rescue Mission. She holds a BA degree in Elementary Education from Louisiana Tech University. Melanie and husband Sam live in Jackson, are the parents of three daughters and members of First Presbyterian Church.
Email Melanie Taylor at mtaylor@wealthviewcapital.com
Molly Lehmuller joined Wealthview Capital in May, 2011 after graduating from Millsaps College with a BA in Anthropology and a minor in Business Administration. She handles numerous duties for Wealthview including coordinating the firm's marketing efforts. While at Millsaps Molly was Editor-in-Chief of The Purple & White school newspaper and a member of the NCAA Division III Cross Country Team. Molly is currently pursuing her MBA at Millsaps' Else School of Management.
Originally from Charlotte, North Carolina, Molly currently lives in Jackson. She enjoys the great outdoors, especially on the water or in the mountains, as well as reading, being with friends, and historical research.
Email Molly at mlehmuller@wealthviewcapital.com