Broker Check

Ricky Taylor


Director of Financial Operations

214-502-6031
Ricky@StewardshipAdvisory.com
LinkedIn

Ricky joined Stewardship Advisory Group in early 2017 as the Director of Financial Operations for the Texas advisors. Ricky oversees the Back Office operations, blending his many years of finance and accounting experience with the administrative, planning and coordinating requirements associated with the group of financial advisors that he is privileged to work with. Prior to joining Stewardship Advisory Group, Ricky worked for a Dallas-based energy firm, where he held various management roles in the areas of financial planning, audit, accounting and business process improvement. Ricky has certifications in controlled self-assessments, construction audit and project planning.

Being active in the local church and community is an important part of Ricky’s life. He has had the privilege of serving in numerous leadership roles at his local church, including key duties in governance, men’s ministry, finance and human resources, and he has been on the Board of local community organizations such as the YMCA and local sports associations.

Ricky is originally from the Dallas-Fort Worth area – attending high school and college there, then marrying his college sweetheart, Jackie. Ricky and Jackie have a son and daughter in law who live in Dallas. When not working, Ricky can be found camping, golfing or riding his Harley.

Stewardship Advisory Group, LLC

Office: 407-470-1405
Fax: 407-470-1411

885 Sedalia Street
Suite 102
Ocoee, FL 34761

Info@StewardshipAdvisory.com

*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Jeff Rogers is an Investment Advisory Representative offering Financial Planning, Investment Advisory, and Insurance Services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. Securities offered through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA, SIPC. Stewardship Advisory Group, LLC and United Planners Financial Services are not affiliated companies.

This page contains links to third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Stewardship Advisory Group nor United Planners Financial Services have reviewed the content of, and are not responsible for the information or the results of the third-party websites. Business continuity plan available here.