Taylor is a Financial Advisor who works with families approaching retirement to create personalized plans focused on long-term term financial confidence and clarity. What he enjoys most about his work is navigating meaningful financial decisions and building lasting relationships with the families he serves.
Taylor earned his Bachelor of Science from Stevenson University, where he studied Business Administration and Economics and competed as a collegiate athlete. Taylor holds the Series 65, Series 63, and Series 6 securities licenses, along with his Life & Health Insurance license. As a National Social Security Advisor (NSSA®), he provides specialized knowledge in Social Security and retirement income planning.
Outside of work, Taylor enjoys fishing, spending time on the grill, and taking weekend trips through the Blue Ridge Mountains.