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Scott D. PreeceMark A. Taylor, CFP®
_____________________________________________ CWA Local(s) Served:9510 - President: Kenny Williams Seminars:For a listing of upcoming retirement workshops CLICK HERE Forms:CWA Retirement Planning Review Questionnaire - CLICK HERE401(k) Allocation Analysis Questionnaire - CLICK HEREAsset Allocation and Risk Questionnaire - CLICK HERE Executive Profile: Scott D. Preece  Scott D. Preece joined Winthrop Taylor Financial, Inc. in November of 2007 and brings with him over a decade of experience in the financial services industry. After graduating from the University of Utah in 3 years with a BA and BS degree, Scott began his career in Salt Lake City with The Principal Financial Group. Following extensive training and development Scott went into private practice with ING. While maintaining his independent practice he assisted in the development of a producer group that worked with several financial institutions in Utah. In 2004, Scott whose wife Katrina is a native of Del Mar relocated to San Diego to raise their family at which time Scott took a position with a subsidiary of Barclays. Scott missed working directly with clients so he returned to the role of a financial advisor with ING before being introduced to Mark and Winthrop Taylor Financial, Inc. Scott holds a series 6, 63, 7, & 65. He is currently working on finishing his CFP® designation through the American College. He resides in Oceanside with his wife and 2 children and enjoys reading, golf and spending time at the beach with his kids. Mark A. Taylor, CFP®  Mark Taylor graduated from California Polytechnic State University at San Luis Obispo with a BS in Business Administration. After three years in international trade with World Imports, Inc., he entered the financial services industry in 1983. Mark's experience includes six years on the professional staff of International Financial Planning Group, during which time he became a CERTIFIED FINANCIAL PLANNER®. He was the Investment Specialist at Integrated Financial, a pension consulting and administration firm which handled over 5,000 pension plans in Southern California. In 1991, Mark started his own financial services firm in San Clemente, CA. Mark served as president for the Orange County Society of the Institute of Certified Financial Planners (now named Financial Planning Association), served as an officer for Christian Credit Counselors International, and currently serves on the Investment Advisory Committee for the City of San Clemente. He is active in Rotary International and lives with his wife and two sons in San Clemente, California. Scott Preece and Mark Taylor are members of the Coghlan Financial Group Network ___________________________________________________________________________ Securities available in the following states:AZ, CA, CO, FL, IN, MS, MT, NV, OH, OR, TX, UT, VA, WA, WIInvestment Advisory Services available in the following states: CA, UTInsurance available in the following states: CA, AZ, UT
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Securities offered through Securities America, Inc. A Registered Broker/Dealer Member FINRA/SIPC. Mark A. Taylor, CFP®, Registered Principal, CA Insurance License #0654835; Scott D. Preece, Registered Representative, CA Insurance License #0C71860. Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisory Firm. Mark A. Taylor, CFP® and Scott D. Preece, Registered Investment Advisor Representatives. Winthrop Taylor Financial, Inc., Coghlan Financial Group, Inc., the Coghlan Financial Group Network and the Securities America companies are separate entities and are not affiliated with, retained, nor endorsed by AT&T or the CWA. |
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