Taylor KovarCRD Number: 6112979
Current Firm: Kovar Wealth Management
Compensation Model: Fee Only
Taylor is the CEO and founder of Kovar Capital Management LLC. He holds a finance degree from Stephen F Austin State University and is currently studying to sit for the Certified Financial Planner exam. After starting his career with Merrill Lynch, Taylor decided to create Kovar Capital in order to better independently serve clients. He has been quoted and published in a variety of different media on topics ranging from healthcare to youth ministry to technology to, of course, personal financial management. Before founding Kovar Capital, he was a key member of the team that helped launch and implement one of the fastest growing healthcare technologies in the United States, HealthTrust Software.
His passion in life is to be the example of what a Godly husband, father, and businessman represents. He lives his life and treats others the way that he wants to be treated and it is this lifestyle that has made him a trusted advisor to individuals and businesses across the globe. He is actively involved in numerous volunteer organizations and is dedicated to transforming the healthcare and financial industries for future generations.
Taylor is married to his high school sweetheart, Megan, and they live in Lufkin with their two young children.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Kovar Capital Management, LLC||Lufkin, TX||Jan 2015 - Current||6|
|Healthtrust Software||Nacogdoches, TX||Apr 2010 - Oct 2015||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lufkin, TX||Aug 2012 - Apr 2014||1|
|Memorial Health Systems||Lufkin, TX||Jun 2009 - Apr 2010||< 1|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Oct 2012|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management6MILLIONS
Total Number of Accounts63ACCOUNTS
Average Account Value$93,706
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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- Educational seminars/workshops
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