

Dennard & Taylor Team

Our Mission Statement
Welcome
The Dennard & Taylor Team combines our own talents and experience with the vast resources of a global financial services firm to help address the complex needs of ultra-high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures, and even family dynamics and lifestyle management issues. Our team works with a select number of clients so that we can dedicate the time, attention and resources each situation demands and is entitled to receive.
Our team is proud to have been named one of the Forbes Best-In-State Wealth Management Teams for 2024. We are honored to be recognized among this group of outstanding professionals who continue to raise the standards in our industry.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period 3/31/22-3/31/23.
About PWM
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
Approach

Clients
Investment Management – We customize each client’s portfolio to help meet their specific goals and objectives by leveraging arguably the best open architecture investment platform in the world.
Pre-Liquidity Event Planning – Ahead of the sale or recapitalization of your family business, we develop estate planning strategies focused on three main objectives; asset protection, asset succession, and tax minimization.
Family Office Resources – We often find that the softer issues are the most important to our clients, so Morgan Stanley has developed tremendous resources to help address their needs through Philanthropy Management, Family Governance, and Wealth Education.
Global Franchise
- Morgan Stanley Wealth Management
- Institutional Securities Group
- Investment Management
- $5.1 trillion in AUM1
- Total Deposits $351 billion1
- Morgan Stanley reported full year net revenues of $54.1 Billion in 20232
- Morgan Stanley's Global employees approximately 80,0001
- The Tier 1 risk-based Capital Ratio under U.S. Basel III was approximately 15%1
- $314 billion in liquidity reserve1
Location
Meet Dennard & Taylor Team
About James Dennard
NMLS#: 1364402
About Rodney Taylor
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
NMLS#: 1589608
About Mary Topping
Mary resides in Buckhead Village with her husband, Daniel, and her Siberian Husky, Marley. In her free time, you can find her taking Marley to local parks and hikes, enjoying a Barry's class, or having a slice of pizza with Daniel at Glide, her favorite spot on the Atlanta beltline.
About Anna Timm
Anna is a proud lifetime Atlantan that enjoys frequenting old favorite spots and discovering new ones across the city with her fiancé, Jack. In her free time, you will find Anna working on one of her many hobbies such as needlepoint, woodturning, or sewing. On the weekends, Anna can usually be found at Lake Keowee in South Carolina with her family.

Contact James Dennard

Contact Rodney Taylor
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Private Wealth Management Podcast
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
3Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures