Taylor Bell Poteat

Employer firm

Colton Groome Financial Advisors, LLC CRD 128365

$725M regulatory AUM 101 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• QUALIFIED RETIREMENT PLAN AND/OR NON-QUALIFIED DEFERRED COMPENSATION PLAN CONSULTING AND INSURANCE CONSULTING.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Colton Groome Financial Advisors, Llc
  Asheville, NC
• 06/2009 → 12/2022
  Mcs Defense
  Arden, NC
• 08/2019 → Present
  Colton Groome Financial Advisors, Llc
  Asheville, NC
• 06/2021 → Present
  Colton Groome Financial Advisors, Llc
  Asheville, NC

Other Businesses

(1) Pardee Hospital Foundation Board Member Hendersonville, NC 28739 USA; Description: The Board is legally and morally responsible for all activities of the Foundation. The Board is solely responsible for determining the Foundation's policy, approving the budgets, and determining the goals of the Foundation to ensure effective and fiscally sound programs and operations. Position Title: Board Member; Start date with business: 2026-07-01; The hours are 6 hours per month (4 during trading hours and 2 during non-trading hours). (2) UNC Asheville Bulldog Athletics Association Board Member; Asheville NC 28804 USA; Position Title: Board Member; Description: Bring Resources to the UNC Asheville’s Athletics Program Start date with business: 2026-07-01; The hours are 6 hours per month (4 during trading hours and 2 during non-trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-07

Designations

• Certified Financial Planner

Other Names

• Taylor M Bell
• Taylor Marks Bell