Meet Taylor

 

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 implement successful comprehensive financial plans. What constitutes success is unique to each client, and Taylor enjoys partnering with clients to help them identify and achieve 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 Cetera Advisor Networks and his Series 66 registration with CWM, LLC. He also holds life, health and variable insurance licenses.

Taylor currently lives in Royal Oak with his wife, Paige, and their twin boys, Ollie and Charlie. In his free time, Taylor enjoys playing golf, hiking, reading, and smoking brisket in the backyard.

 

Favorite quote:

“If your actions inspire others to dream more, learn more, do more and become more, you are a leader.”

If you could meet anyone, past or present, it would be:

C.S. Lewis. 

Favorite book:

The Alchemist by Paulo Coelho

Favorite holiday:

Christmas

Place you’d most like to visit:

Alaska to see the Aurora Borealis.