Taylor Maks, CFP®, CIMA®
Partner & Wealth Advisor
Phone: 248-647-2400 ext. 241
Text: 248-487-1278
Fax: 248-647-1643
Email: taylor@stonebridgefinancialpartners.com
About Me
Taylor is passionate about providing the highest level of service to our clients. As a Wealth Advisor, Taylor’s primary responsibility is to work alongside clients to create and successfully implement comprehensive financial plans. What constitutes success is unique to each client, and Taylor enjoys partnering with clients to help them identify and work towards achieving their own version of financial personal success.
Taylor graduated from Wake Forest University (Go Deacs!) with a BS in Business and Enterprise Management, and prior to joining Stonebridge, Taylor worked as a management consultant in Washington, D.C. Taylor currently holds his Series 7 registration through LPL Financial and his Series 66 registration with LPL Financial and NewEdge Advisors. He also holds life, health and variable insurance licenses.
Taylor currently lives in Royal Oak with his wife, Paige, and their three sons. In his free time, Taylor enjoys playing golf, hiking, reading, and smoking brisket in the backyard.
Expertise & Focus
Business Owner Complexities & Unique Compensation Strategies
Licenses, Awards, & Recognitions
CFP® - Certified Financial Planner, Series 7 registration through LPL Financial; Series 66 registration through LPL Financial and NewEdge Advisors; and life, health and variable insurance licenses.
