Taylor Stephens

Associate

Taylor’s chief responsibilities as a Whole Loan Group analyst include supporting the transfer of loan data between sellers and buyers, analyzing loan portfolios and their accompanying risks, and value loan portfolios comprising a variety of products.

Taylor first joined Raymond James and the Mutual Fund Trading Group in 2014. During that time, he provided guidance on the cost impact between share classes, researched fund guidelines and participated in the Mutual Fund Client Rebate Project. In 2016, he transitioned to Fixed Income Portfolio Accounting, where he worked with institutional depositories to assess how certain products and securities affect income.

Taylor holds a Bachelor of Business Administration in finance from the University of Mississippi and a

Master of Finance from Tulane University. He also holds his Series 7 and 63 securities licenses.