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  • WHO WE ARE
    • OUR BELIEFS
    • MEET OUR TEAM
    • OUR EXTENDED TEAM
  • WHAT WE DO
    • OUR EXPERTISE
    • WHO WE SERVE
    • PLANNING PROCESS
  • MEDIA
    • PRESS AND MEDIA
  • LET'S GET TOGETHER

Meet Our Team

Ana Triplett, J.D. headshot

EMAIL ANA

Ana Triplett, J.D.

Vice President, Relationship Management
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Catherine Sledge headshot

EMAIL CATHERINE

Catherine Sledge

Lead, Special Projects
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Christina Osborne headshot

EMAIL CHRISTINA

Christina Osborne

Vice President, Planning
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David Huffman headshot

EMAIL DAVID

David Huffman

EVP, Foundational & Financial Strategies
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Morris Graves headshot

EMAIL MORRIS

Morris Graves

Relationship Manager
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Kelly McBride

EMAIL KELLY

Kelly McBride

Director of Operations
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Taylor Triplett 2026 headshot

EMAIL TAYLOR TRIPLETT

Taylor B. Triplett, MBA

President & COO, Advisor
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Taylor Sledge 2026 headshot

EMAIL TAYLOR SLEDGE

Taylor M. Sledge, Jr.

Founder & CEO, Advisor
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Disclosure

Taylor Sledge Jr is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #9118361), AZ, CA (CA Insurance License #0I91553), CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, MO, MS, NC, ND, NE, NJ, NY, OK, OR, SC, SD, TN, TX, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Taylor Sledge Jr is licensed and authorized to offer insurance in California and Arkansas, but SLEDGE & COMPANY may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Taylor Sledge Jr is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1000 Highland Colony Pkwy Ste 5202, Ridgeland, MS, 39157, 601-965-9698. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, FL, GA, IL, KY, LA, MA, MI, MO, MS, MT, NC, ND, NE, NJ, NM, OK, OR, SD, TN, TX, VA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Taylor Sledge Jr is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, FL, GA, IL, KY, LA, MA, MI, MO, MS, MT, NC, ND, NE, NJ, NM, OK, OR, SD, TN, TX, VA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Taylor Sledge Jr is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

SLEDGE & COMPANY is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither SLEDGE & COMPANY nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
  • WHO WE ARE
    • OUR BELIEFS
    • MEET OUR TEAM
    • OUR EXTENDED TEAM
  • WHAT WE DO
    • OUR EXPERTISE
    • WHO WE SERVE
    • PLANNING PROCESS
  • MEDIA
    • PRESS AND MEDIA
  • LET'S GET TOGETHER

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