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 over 30 years experience. He founded Wealthview Capital in 2009 to offer a high-touch, low-cost alternative for professional wealth management. Sam is a Certified Investment Management AnalystSM, an Accredited Investment Fiduciary® and a Chartered Retirement Planning CounselorSM. Sam is a graduate of Louisiana Tech University, the father of three grown daughters (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 (and 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 financial professional with over 9 years experience and is a Certified Financial Planner®. Originally from Batesville he obtained both his undergraduate in accounting and his MBA from Mississippi College. He and his wife Megan have three sons, Beau, Shepard and Collier, and are members of Pinelake Church of Madison where Anderson is also 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 comes to Wealthview Capital with deep experience in professional asset management in which he was responsible for trading, research and financial analysis on over $600 million in client assets. He is a Chartered Retirement Planning CounselorSM and 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. Jonathan is a native of West Point, Mississippi and attends Ridgecrest Baptist Church in Madison. In his off-time he enjoys reading and traveling with his wife Nikki.

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 for the team to speak at, 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.