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. Sam is the father of three grown daughters and grandfather to one adorable grandson - need advice on saving for weddings or college, he’s your guy! He is a member of the Rotary Club of Jackson and of First Presbyterian Church of Jackson. On most weekends Sam can be found enjoying the outdoors in southwest Mississippi or spending time with his family.

Anderson Garrott

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Anderson Garrott

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Anderson Garrott CFP®, CRPC® 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.

Jonathan Waide

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Jonathan Waide

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Jonathan Waide, CFA®, CRPC® is a professional asset manager with deep experience in trading, research and financial analysis. He holds both the Chartered Financial Analyst® and Chartered Retirement Planning CounselorSM designations. Jonathan graduated Magna Cum Laude from Mississippi State University with Bachelor's degrees in both Banking and Finance, and Marketing and earned an MBA concentrated in Finance from Mississippi College. 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 young son Graham.

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 Church of the Resurrection in New Orleans.

 

 

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.

Kit Prestridge

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Kit Prestridge

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Kit Prestridge, CFP®  serves as Wealthview’s Operations Specialist.  She holds a BS in Accounting from the University of Southern Mississippi and an MBA from Mississippi College.  Kit is a Certified Financial PlannerTM professional and has spent her entire career in accounting and financial services.  A member of Highlands Presbyterian Church, she loves spending time reading, traveling and in the company of good friends.