Clark V. Taylor, CFP®

Clark V. Taylor, CFP®

Managing Partner, Wealth Management

Clark joined Soltis Investment Advisors in late 2003.  Since that time, he has been dedicated to nurturing professional relationships with clients and guiding them towards their financial goals and objectives.  Early in his career at Soltis, Clark worked closely with institutional clients servicing retirement plan sponsors and their employees.  Later, Clark began focusing on the Wealth Management side of Soltis and has been the Managing Partner for Wealth Management Services since 2013.

As a shareholder (2010) and member of the Soltis Board of Managers (2013), he also plays a pivotal role in shaping the firm’s strategic direction and managing employees within the firm.

Prior to joining Soltis, Clark lived in Menomonee Falls, Wisconsin, and worked for Strong Financial Corporation, a leading mutual fund company at that time.  In 2000, Clark graduated with a Bachelor of Science in Finance from Southern Utah University. Additionally, he holds the esteemed Certified Financial Planner (CFP®) designation, underscoring his commitment to excellence in financial planning. He also served his church on a two-year mission in Mexico and is fluent in Spanish.  Over the years, Clark remains active in his church community and has spent much of his time mentoring youth, particularly teenage young men as they pursue their life goals.

Clark and his beloved wife, Charlyn, recently celebrated their 25th wedding anniversary and are very pleased to be the parents of four children.  When Clark is not at work, he can be found doing something outdoors.  He loves to water ski, hunt, mountain bike, ride snowmobiles, and is usually trying to get ready for another triathlon.  In late 2024, Clark completed the full Florida Ironman, which was a major personal accomplishment.