Equias Alliance Hires Consultant/Experienced Longtime Banker

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Equias Alliance, LLC is very pleased to announce that James P. Taylor of Memphis, Tennessee, has joined the firm as a Consultant.

Equias Alliance, LLC is very pleased to announce that James P. Taylor of Memphis, Tennessee, has joined the firm as a Consultant. James brings over 26 years of experience working in the financial services industry. For the past 10 years James has consulted with financial institution clients on the implementation of Bank Owned Life Insurance(BOLI) programs and nonqualified executive and director benefit plans. He served 23 years with First Horizon National Corporation and its’ subsidiaries First Tennessee Bank, N.A. and FTN Financial (FTN). At FTN James was a Senior Vice President of the Strategic Financial Group (2002-2008) where he assisted management and the board of directors of many financial institutions nationwide in their understanding and evaluation of BOLI and supplemental executive retirement plans. James also served as a member of the First Horizon National Corporation’s BOLI Committee that provided oversight and risk management for First Tennessee Bank’s $500 million BOLI portfolio.

James also served 12 years as SVP for First Tennessee Bank’s Correspondent Banking Division managing a commercial loan portfolio. As a relationship manager, James was responsible for product sales and lending activities in a multi-state region. According to David Shoemaker, President of Equias Alliance, “James brings many years of experience serving the needs of financial institutions and will continue to do a fantastic job assisting community bankers in their evaluation/management of BOLI programs and design of non-qualified executive benefit plans.”

In addition, James graduated from the Tennessee Commercial Lending School as sponsored by the Tennessee Bankers Association (TBA). He also served two years as a Director for the Tennessee Young Bankers, a division of the TBA, as well as, Trustee for the Tennessee School of Banking. Prior to his correspondent banking career, James served one year as a senior analyst in the bank’s Quality Systems department assisting in the compilation of corporate wide customer records for mail and telephone customer satisfaction surveys to include data analysis and the reporting of survey results. He served three years as an internal auditor.

James graduated from the University of Memphis with a bachelor’s degree in accounting.

About Equias Alliance
Equias Alliance delivers nonqualified benefit and BOLI administration and portfolio services to banks across the United States via its team of 16 consultants and 30 support personnel located in 13 regional offices. Equias Alliance offers a near-seamless approach from design to implementation. The Equias Alliance team has helped over 800 banking organizations recruit, retain, and reward executives, directors and employees critical to each bank’s success.

The American Bankers Association (through its subsidiary, the Corporation for American Banking) has endorsed Equias Alliance for the following services:

1. Placement of BOLI
2. Administration of BOLI and Executive and Director Benefit Plans
3. Risk Assessment Reviews of BOLI and Executive and Director Benefit Plans
4. Executive and Director Benefits Consulting

Equias Alliance can be found on the Internet at http://www.equiasalliance.com.

Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Equias Alliance LLC is independent of ProEquities, Inc.

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David Shoemaker, CPA/PFS, CFP®
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