Phil Taylor is a general securities principal with Raymond James Financial Services, Inc. and Branch Manager of the RJFS offices in Smithfield, NC and Wilson, NC. He has been in the financial services industry for more than 21 years. He focuses on estate, financial, wealth, insurance, and tax planning.

Prior to entering the financial services industry in 1984, Phil was in private business for 12 years and served as an officer in the USAF for 8 years. He was awarded the Air Medal with two oak leaf clusters for service in South East Asia during the Vietnam conflict.

Mr. Taylor earned a Bachelor of Arts degree in history from the Virginia Military Institute in 1965. He holds Series 7, Series 24, Series 53, life, health, and long term care insurance licenses. Phil resides in Wake County, with his wife, Susan, and their son, Marshall.

Phil is an ordained priest in the Free Episcopal Church and serves as Volunteer Chaplain at the Day By Day Treatment Center in Selma, NC. He also is a frequent guest preacher for various congregations/denominations in North Carolina and Virginia.

Stan Coats is a financial advisor with the Raymond James Financial Services, Inc. office in Smithfield, NC. He has been in the financial services industry for more than 6 years. He focuses on estate, financial, wealth, insurance, and tax planning.

Prior to entering the financial services industry in 1999, Stan was an electrical engineer with a manufacturing firm.

Stan earned a bachelors degree in electrical engineering from North Carolina State University. He holds Series 7, life, and health insurance licenses. Stan resides in Johnston County with his wife, Kelly, and their two daughters, Mary Margaret, Lauren, Addison.

Jason Taylor is a financial advisor with the Raymond James Financial Services, Inc. office in Wilson, NC. He has been in the financial services industry for more than 5 years. He focuses on estate, financial, wealth, insurance, and tax planning.

Prior to entering the financial services industry in 2000, Jason was a salesman with two local firms.

Jason Taylor earned a Bachelor of Arts degree in political science and history with a minor in business administration from Presbyterian College. He holds Series 7, Series 65, life, health, and long-term care insurance licenses. He resides in Wilson County, with his wife, Allison, and their two children, Edward and Eliza.