Services
Planning Futures
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
- Financial planning
- Insurance coverage
- Investment strategies
- Retirement planning
- Education funding
- Estate planning
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Comprehensive Approach
We use customized finance strategies designed to meet your risk tolerance and help protect you from market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial goals.
How we start
Financial Planning Process
Your will get your own personal financial website
We've partnered with eMoney, a leading wealth management and financial planning software.
The client portal is a welcoming, detail-rich and interactive asset, which displays all wealth-management-relevant information, like net worth, investments, insurance, budgets and spending in a way that delivers maximal transparency, while minimizing navigation-difficulty. Also, the client portal facilitates the aggregation of assets and accounts we don't manage, which help us get a clearer picture of your financial life.
Interactive planning models
Using three portals:
- Goal-Planner, for conventional retirement and education planning
- Decision Center, for cash flow-centric planning.
- Distribution Center, for estate planning.
Embedded with “what if” features that provide a drop-down list of portfolio-disruptive scenarios, like a bear market, disability of a spouse, retirement, heightened inflation and other events.
Our Team
Adam C. Taylor ChFC®, CLU®, CASL®, CLTC
Wealth Management Advisor
My Mission
Catering to the specific financial needs and goals of each client, my team and I provide a personalized process that helps bring a level of comfort and assurance to everyone we work with. Serving as a comprehensive financial planner for clients all over Tampa Bay, I uniquely specialize with construction companies, defense contractors and
veteran-owned businesses.
Angie Whitehouse
Chief Operating Officer
Office: 813.461.4001
Angie has been with Taylor Financial since June 2011 and has been working in the financial services industry since 2004. She started her career with Northwestern Mutual and and won numerous awards during her 14 years with the company. In June 2018, Angie and Adam decided to open up their own firm to better serve clients. Angie's primary responsibilities include assisting Adam with the financial planning process and marketing efforts. Angie holds her Florida State insurance license for Life, Health and Long-Term Care and her Series 6 & 63.
In her free time, Angie enjoys spending time with her husband, Jim and their children, Matthew, Thomas, Anthony and Christopher and their chocolate lab Lucy.
Michael Everritt
Investment Portfolio Specialist
Michael partnered with Taylor Financial in 2018 and has added a tremendous amount of knowledge around investment portfolio creation. Michael is a Registered Investment Advisor. He holds FINRA Series 6, 7,65 registrations and 2-14 Life, Variable Annuities, 2-40 Health Insurance licenses.
Michael's hobbies include fishing, camping and other outdoor activities. Michael coaches youth sports on the weekends and loves spending time with his wife Melanie, son Mason, and daughter Aubrey.
Mark Hamilton
Director of Retirement Services
Mark has had a very successful career in the financial services industry and specializes working with businesses on establishing their 401k's, Profit Sharing, Defined Benefit Plans, and other instruments .
In addition to creating plans, he is well versed in researching and evaluating current benefit plans and seeing where the team can add value.
Kevin Taylor
Chief Marketing Officer
Kevin and Adam have been working together since 2016 and has been instrumental in creating the branding and identity of Taylor Financial.
Kevin is responsible for overseeing the planning, development and execution of an organization's marketing and advertising initiatives.
Andi Taylor
HR Director
In addition to managing the Taylor household and caring for our 3 children (Abbi, Alexander, and Anderson) .
Andi is responsible for the smooth and profitable operation of the company’s human resources department. She supervises and provides consultation to the team on strategic staffing plans, compensation, and budgeting.
Andi also takes on a leadership role in developing the culture that enables the team to perform at the highest levels.
More to come
We're hiring and looking for exceptionally talented individuals.
About Adam
Background
Adam is originally from Tallahassee and graduated from the College of Business at Florida State University with a bachelor in science in hospitality. Upon graduation, he moved to San Francisco to work with Houston’s restaurants and study wine. His success in the industry sent him to the New Orleans location and then to Atlanta after Hurricane Katrina. Adam then had the opportunity to join The Capital Grille in Orlando and go on to open locations in Jacksonville and Naples. He became a sommelier with the Court of Master Sommeliers and the at the age of 27, became the youngest managing partner in the company, and moved to Tampa.
After moving to Tampa, Adam wanted a new challenge and decide to open his own financial planning practice before the age of 30. In 2011, he aligned with Northwestern Mutual to ensure he had the proper training and advocacy for his clients. After learning from some of the best for 7 years, Adam and his team took the leap of faith and opened up the doors of Taylor Financial officially June 2018. He has continued to excel in making an impact in his community and has been recognized for having a thriving practice. He was voted top 40 advisors under 40 by NAIFA in 2014, top 3 favorite advisor in Tampa Bay in 2016 & 2017, and won numerous industry awards. He has qualified for Northwestern Mutual FORUM in 2018 (Qualifiers represent the top segment of our industry leading field force and is the highest level of productivity and excellence). In addition, he has been a member of the Million Dollar Round Table since 2012 and now focuses on teaching others.
Adam believes opening his own practice will position him and his team to better serve his clients using agnostic solution-focused methodologies. He holds his Series 7, 6, 63, and 26 licenses as well as the ChFC®, CLU®, CASL®, CLTC designations from the American College and is constantly improving as a leader and business owner. He is active in the community and has had involvement serving as a board member of the Westchase Charitable Foundation, Being the Chair of Business Wise II, and is currently the Corporate Sponsor chair for Tampa's Armed Forces Electronics and Communication Association (AFCEA).
Adam’s biggest passion is his family. He has been married to his wife, Andi, since 2009 and they have 3 kids together. His daughter Abbi, twin boys Alexander & Anderson, and his black lab Ace round out the “A Team”. In his free time, he enjoys watching Florida State football, cycling, and spending time with his family.
Reach out to Adam if you are looking for a financial professional who can build a comprehensive plan around insurance, investments, tax strategies, estate planning, and overall financial planning. He will coordinate with your team of advisors and values the personal service that he gives to each of his clients.
