838: Linda Davis Taylor: CEO, Clifford Swan Investment Counselors

Published: Jan. 23, 2019, 8 a.m.

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Did you know over 70 percent of wealth doesn\\u2019t last beyond three generations? That means if you\\u2019re currently working hard to build wealth and create a financial legacy that will outlive you, you might want to think about sitting down with your family and making sure they know how to keep your investments growing.

Linda Davis Taylor is the CEO and Chairman of Clifford Swan Investment Counselors in Pasadena, California, and a champion for women\\u2019s economic independence and strength. Clifford Swan is the nation\\u2019s oldest investment advisory firm and has been in existence for over 100 years.

Linda is not only the leader of this firm. She\\u2019s also a frequent speaker on wealth transition, family governance, and philanthropy. Linda wrote the book called \\u2018The Business of Family\\u2019 to help educate families on multi-generational financial sustainability.

She believes that \\u201cBeing rich means having a sense of purpose, knowing where you came from, defining your value systems, and questioning how you\\u2019re living.\\u201d And, if you want your wealth to last generations, it\\u2019s incredibly important to run your family like a business, where everyone is educated about how to handle money, how to save it, and how to grow it.

I\\u2019m excited to hear more about this philosophy today and learn from someone who has done so much to advance women in the financial industry.

To learn more about Linda, please visit www.CliffordSwan.com and www.LindaDavisTaylor.com.\\xa0

"Note: All opinions expressed by Linda Davis Taylor are solely her opinions and do not reflect those of Clifford Swan Investment Counselors. You should not treat any opinion expressed by Ms. Taylor as a specific recommendation to make a particular investment. Ms. Taylors\\u2019 opinions are based upon information she considers reliable."



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