Wealthview is a dedicated team of financial experts driven by one common goal: to help people. We feel that our purpose in this industry is to serve our clients and assist them in being the best stewards of their finances that they can be.

 

Sam Taylor

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Sam Taylor

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Sam Taylor is a financial advisor with 35 years experience. He founded Wealthview Capital in 2009 to offer a high-touch, low-cost alternative for professional wealth management. He is a Certified Investment Management AnalystSM, an Accredited Investment Fiduciary® and a Chartered Retirement Planning CounselorSM. A graduate of Louisiana Tech University, Sam is the father of three grown daughters, Margaret, Anne, and Miriam, (need help saving for weddings or college, he’s your guy), and a member of First Presbyterian Church of Jackson. On most weekends, he can be found enjoying the outdoors in Southwest Mississippi or spending time with his family, including new grandson Penn!

Email Sam at staylor@wealthviewcapital.com

Anderson Garrott

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Anderson Garrott

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Anderson Garrott is a former trust investment officer with over ten years' experience, a Certified Financial PlannerTM and a Chartered Retirement Plans SpecialistSM. Originally from Batesville, he obtained his Bachelor's degree in Accounting and his MBA from Mississippi College. Anderson and his wife Megan have three sons, Beau, Shepard and Collier. They are members of Pinelake Church of Madison where Anderson serves as a Deacon. During his down time he tries to stay outdoors as long as possible and loves to get lost in a good book.

Email Anderson at agarrott@wealthviewcapital.com

Jonathan Waide

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Jonathan Waide

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Jonathan Waide is a professional asset manager with deep experience in trading, research and financial analysis. He is a Chartered Retirement Planning CounselorSM, a level III CFA® candidate, who graduated Magna Cum Laude from Mississippi State University with Bachelor's degrees in both Banking and Finance, and Marketing. He earned an MBA concentrated in Finance from Mississippi College in 2014. A native of West Point, Jonathan and his wife Nikki are members of Ridgecrest Baptist Church in Madison. In his off-time he enjoys reading, traveling and spending time with their new son Graham.

Email Jonathan at JWaide@wealthviewcapital.com

Miriam Taylor

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Miriam Taylor

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Miriam Taylor is a Jackson native, born and bred, who came to Wealthview after working in the journalism industry in Manhattan. An Ole Miss undergraduate alum, she received her master’s degree from the Newhouse School of Public Communications at Syracuse University. Miriam manages the ins-and-outs of our marketing agenda, coordinates educational lectures, and plans client-appreciation events. Based in New Orleans, Miriam is also an avid traveler and can be found either exploring her new home or the many great towns around the South. She is a member of First Presbyterian Church of Jackson.

Email Miriam at mtaylor@wealthviewcapital.com

 

 

 

Melanie Taylor

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Melanie Taylor

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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. A former teacher, Melanie holds a BA in Elementary Education from Louisiana Tech University. She and Sam have three grown daughters, one sweet grandson, and two high-maintenance cats. She is a member of First Presbyterian Church of Jackson and in her free time she can be found singing for area nursing homes as part of the Junior League of Jackson’s Joyful Noise Choir.

Cody Wilkins

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Cody Wilkins

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Cody Wilkins has worked as a financial analyst/intern with Wealthview Capital since 2017.  A Jackson native, he attended the University of Mississippi and is currently pursuing an accounting degree from Belhaven University.  A U.S. Navy veteran, Cody proudly served a tour of duty aboard the USS Dwight D. Eisenhower aircraft carrier.  Cody and his wife, Kate are members of First Presbyterian Church of Jackson and parents to Howard Coles Wilkins, IV.