With a strong intellect for strategy and successful history of turning vision into reality, CEO and Managing Partner Khaled Taha founded SAGE Private Wealth Group in 2011.
With nearly 18 years of experience in the financial services industry, Khaled has a strong track record of working with individual and institutional clients seeking to manage, preserve and transfer wealth. His systematic approach to wealth management offered at SAGE and bringing his experience, expertise, and passion to the table as he partners with clients in defining and pursuing what is most important in their financial lives has been key in his professional relationships. Our clients' trust and satisfaction is the cornerstone of our practice and is the driving force not only in the value-enhancing growth of SAGE, but also the template from which all of our partners and associates strive to build SAGE into a leading Raymond James Financial Services branch.
Khaled began his career with Edward Jones and, during his tenure, was entrusted with the recruiting activities of his region and responsible for the significant growth his region experienced. He was invited to become a partner with the firm and served as a mentor to other financial advisors.
His strong work ethic extends to his civic and personal life, including numerous missions to work with disabled and orphaned children in the Middle East, active participation in local not-for-profit organizations, a strong passion for micro-finance, and supporting the arts.
Khaled earned a bachelor's degree in business from Indiana University's Kelley School of Business, and earned the Accredited Asset Management SpecialistSM designation from the College for Financial Planning.
Khaled believes, by offering his talents, he can play an important role in the lives of his clients and help them live up to the maxim of "doing well while doing good."
Raymond James is not affiliated with the above organizations and/or charitable causes.