Rob Taylor was born in Tampa, Florida while his father was serving in the US Air Force. Once his father completed his service, Rob’s family moved to Winston Salem, North Carolina where his extended family’s roots have been for generations. At the age of 10, Rob’s family moved to Southern California.
While attending college at the University of Southern California and California State University at Los Angeles, Rob began working in the Aerospace Defense Industry of Southern California. After working for several large defense contractors, Rob decided to start his own business, successfully spending 20 years as a manufacturer and fabricator of components for the nation’s largest defense contractors.
Rob’s experience as a business owner provided him with insight into the most important values for individuals and businesses alike: honesty, trust, passion, and integrity. In fact, Rob’s passion for helping people led him into the financial services industry after seeing so many family members and friends suffer from the economic downturn of 2001-2002. Rob capitalized on his previous business experience, became licensed in financial services, and quickly became a leader for a large multinational financial services firm.
Now, Rob has teamed up with Global View Capital Advisors and is building a large practice which is based in Winston Salem, North Carolina, serving clients nationwide. Inspired by the motto: Design-Grow-Protect, the office is rapidly adding new team members. Rob holds his Series 65 securities registration as an IAR (investment adviser representative). He is an executive director with Global View Capital Management and is a fee-based fiduciary.
In his free time, Rob loves spending time with his wife, Liz, and their four furry family members in beautiful Winston Salem, North Carolina.
Global View Capital Management, LTD (GVCM) is an affiliate of Global View Capital Advisors, LTD (GVCA). GVCM is a SEC Registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262.650.1030. Robert Taylor is an Investment Adviser Representative (“Adviser”) with GVCM. Additional information can be found at https://www.adviserinfo.sec.gov
Global View Capital Insurance, LTD (GVCI) is an affiliate of Global View Capital Advisors, LTD (GVCA). GVCI services are offered through Experior Financial Group, ASH Brokerage, and/or PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262- 650-1030. Robert Taylor is an Insurance Agent of GVCI.
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Design • Grow • Protect
At Global View Capital Advisors in North Carolina, we base our customized plans on your unique ambitions, objectives and life dreams. We like to work with individuals, couples, and families early when planning for retirement and we pledge to stay by your side throughout your lifetime and beyond through the generations. Although we provide boutique, hands-on service, we have access to financial strategies usually reserved for the nation’s most elite investors; we can scale up or down to meet your needs. Our advisors are guided by the fiduciary principle—placing you and your best interests first and foremost at all times.
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The Social Security Risk Score®
You can’t have a complete retirement income plan without Social Security. In fact, $400,000 is the average amount a retiree will receive from Social Security during retirement. Now imagine that amount gets slashed by 23%! Would that derail your retirement goals? We believe all of our clients should, as part of their retirement plan, know their Social Security Risk Score. Don’t let your retirement plan be subject to political football. Let’s find out how at-risk you may be for cuts to your Social Security!
Asset Management
Tap into innovative asset and investment management, where you’ll have access to hundreds of strategies and a wide variety of products that can provide you an edge in the market. The best part is, there’s downside protection for everyone.
Wealth Management
Comprehensive wealth management includes invested assets as well as other strategies as part of your well-rounded financial plan. We work with individuals, couples and families to manage their wealth through the generations, starting with your unique goals and objectives.
Retirement Planning
Starting your retirement plan early can give you the best chance to retire and stay retired living your desired lifestyle. We help with Social Security planning, Medicare choices, tax-efficient distribution planning and much more, and we stay by your side for life.
Estate Planning
If you have a family and/or assets, you need an estate plan. We work with estate attorneys to help you pass on a tax-advantaged legacy to your heirs and/or charities, documenting your desires for a stress-free transfer of wealth which can bypass probate.
Tax-Efficient Distribution
If you have a large amount of assets saved in taxable accounts like traditional 401(k)s or IRAs, you may have less money for retirement than you thought. By working in advance, we can help you develop an optimized retirement income plan with the goal of achieving tax efficiencies.
Long-Term Care Planning
People can be surprised to find out that Medicare doesn’t cover long-term care, and they need another option to pay for potential assistance they may need with daily living activities as they get older. There are many strategies to provide funds, and we can help you compare them.
Our Services
Design • Grow • Protect
Global View Capital Advisors offer a wide range of services that can be scaled up or down to meet the needs of individuals, couples and families. We provide personalized services with the resources of a world-class firm, using our expertise and premier tools to develop customized plans that align with your unique financial goals.
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Design • Grow • Protect
At Global View Capital Advisors in North Carolina, we take the time listen, share ideas, and see if we’re a good fit to work closely together to design, grow, and protect your wealth through the generations. Call us at (336) 745-8060, email us at letsconnect@gvcaponline.com, or send us a message here.
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Global View Capital Advisors
North Carolina
Design • Grow • Protect
301 North Main St., 24th Floor – Suite 2443
Winston Salem, NC 27101-3885
