MANAGER
INVESTMENT ADVISORY
Taylor J. Billings
601 Poydras Street, Suite 1855
New Orleans, LA 70130
taylor.billings@swm.hmidev.net
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T: 504.799.3170
F: 504.799.3179
- Over 4 years of experience in wealth management, investment management, and tax planning
- Prior to joining SWM in 2020, he worked in New York City for JPMorgan and provided wealth management advice to ultra-high net worth families and family offices
- Bachelor’s degree in Finance from the University of Notre Dame
- CFA® (Chartered Financial Analyst) Charterholder
- Member of the CFA® Institute and the CFA Society of Louisiana
- FINRA licensed – Series 7, 63