Tayvon Jackson is a Financial Advisor for New Perspective Financial Solutions and has been licensed since 2012. He focuses on helping retirees navigate the next stage of their life, retirement. Having an income plan and tax plan in retirement has helped Tayvon help countless individuals in the financial planning process. Tayvon provides educational seminars on income planning, Social Security, and Medicare in the community and is a strong advocate for financial literacy.
A former Division 1 Basketball player and triple major from Mount St. Mary’s University in math, business, and information systems, Tayvon also is a Chartered Retirement Plan Counselor CRPC, Accredited Asset Management Specialist AAMS, and writer for Forbes Council1. Tayvon is the author of 4 Investment Books, 40 Acres and Some Dividends, Poor Dad No Dad, Love and Finance, and Adventures of Investment Man. You can watch Tayvon on CBS Great Day Washington on Monday and Wednesday.
1 Forbes Council is an invitation-only organization for executives in account, financial planning and wealth management firms. You must generated a minimum of $1M in revenue and pay a fee to join.
Junior Financial Advisor
Vanessa has always been passionate about serving the needs of clients and working diligently to give them the ultimate client experience.
A native of Maryland, Vanessa has been assisting New Perspective Financial Solutions for two years. She is the initial point of contact for all new clients and nurtures relationships with existing clients to ensure that all needs are met. Vanessa is a licensed life and health agent in Maryland and Washington, DC.
Director of Operations
VP of Operations
Tony is a consummate business leader. The son of an information technology pioneer (a co-founder of Telenet), he was raised with an unparalleled work ethic. He’s had every job from dishwasher to the owner of an IT services and recruiting firm. His industry experience ranges from hospitality, financial services, and technology to entertainment, government contracting, and not-for-profit organizations. Most recently, assisting agents in developing and growing their insurance and retirement planning firms.
In his spare time, he is an accomplished poet with a published book, “Enlightenment Through the Fog,” and a second book on the way. He also manages a community pool, develops fundraisers for cancer research, provides mentorship to entrepreneurs, and leverages his skills as a trained chef for private events and charities.
Director of First Impressions & Marketing Coordinator
Junior Advisor & Appointment Specialist
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