So Money with Farnoosh Torabi - Stories of Personal Finance, Entrepreneurship, Financial Success, and Money Strategy
838: Linda Davis Taylor: CEO, Clifford Swan Investment Counselors
Manage episode 225735956 series 1315400
Linda Davis Taylor is the CEO and Chairman of Clifford Swan Investment Counselors in Pasadena, California, and a champion for women’s economic independence and strength. Clifford Swan is the nation’s oldest investment advisory firm and has been in existence for over 100 years.
Linda is not only the leader of this firm. She’s also a frequent speaker on wealth transition, family governance, and philanthropy. Linda wrote the book called ‘The Business of Family’ to help educate families on multi-generational financial sustainability.
She believes that “Being rich means having a sense of purpose, knowing where you came from, defining your value systems, and questioning how you’re living.” And, if you want your wealth to last generations, it’s 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’m 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.
"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’ opinions are based upon information she considers reliable."
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