Lights, Camera, Action! We are so fortunate to have filled (okay, maybe overfilled!) an entire theater for our first annual Flicks and Advocates event! Thank you to all of our wonderful clients and their families for joining us to see Minions: The Rise of Gru! We had over 50 attendees enjoy the film and movie […]
OVER $24k RAISED at the Taylor Financial 2nd Annual Skeets and Geeks Event! Talk about making an impact in the lives of our deployed Military and local Veterans! With the funds raised, The Stano Foundation will be able to purchase almost 12,000 items to pack into 250 care packages and send overseas to our actively deployed. They will […]
Getting ready for the parade
[et_pb_section fb_built=”1″ _builder_version=”4.14.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.14.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.14.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.14.5″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] Friday, June 25, 2021 9am The Taylor Financial team helps prepare special care packages. These care packages are sent out quarterly regardless of branch or where the military member is stationed/deployed. We took on the motto of […]
[et_pb_section fb_built=”1″ _builder_version=”4.14.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.14.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.14.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.14.5″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] Saturday, June 19, 2021 8am (map) Father’s Day weekend 2021 at Westchase Golf Course. Proceeds are benefiting St. Francis Society Animal Rescue. [/et_pb_text][et_pb_gallery gallery_ids=”1893,1892″ show_title_and_caption=”off” show_pagination=”off” _builder_version=”4.14.5″ _module_preset=”default” global_colors_info=”{}”][/et_pb_gallery][/et_pb_column][/et_pb_row][/et_pb_section]
Wednesday, June 02, 2021
6pm
Dark Door Distillery
Adam Taylor, CA
Insurance License #0K44193, domiciled in FL
Mike Everritt, CA
Insurance License #4200532, domiciled in FL
5321 Memorial Hwy, Tampa, Florida 33634
Check the background of your Financial Services Professional on FINRA’s BrokerCheck.
Securities and investment advisory services offered through qualified representatives of MML Investors Services, LLC, Member SIPC. Taylor Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory Office 4830 W. Kennedy Blvd., Suite 800 Tampa, FL 33609, (813) 286-2280 The firm is licensed to sell insurance in the following jurisdiction(s): FL, CO, HI, GA, MD, NC, NH, NY, OH, PA, TN, TX, VA, WA. Licensed to sell securities in the following jurisdiction(s): FL, GA, LA, MD, MA, NY, NC, TN, TX.
CRN202609-5045237
CRN202607-4743665
Adam is originally from Tallahassee and graduated from the College of Business at Florida State University with a bachelor’s 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 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 decided 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 in 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 and won numerous industry awards. He 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.
In 2021, Adam was nominated as a 40 under 40 recipient with the Greater Tampa Bay chamber. In the same year, Taylor Financial was awarded for the 6th year in a row the Seminole 100 award and finished #16. The award recognizes the 100 fastest-growing businesses in the nation owned by Florida State Alumni. Adam has also been featured in Forbes, USA Today, Nasdaq News, LA Weekly, NY Weekly, Digital Journal, CBS – Great Day Live, and ABC – Morning Blend. In 2024, Adam’s achievements were further recognized when Forbes named him one of the top 100 advisors in Florida.
He holds his Series 7, 6, 63, and 26 licenses as well as the ChFC®, CLU®, RICP®, 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 Tampa Bay NFL Alumni, Westchase Charitable Foundation, Founder of Trusted Advisors Tampa, Founder of GovCon Trusted Advisors, Founder of Bourbon and Brains, Founder of Corks and Dorks, and 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 their black lab Atticus. In his free time, he enjoys watching Florida State football, motorcycle/car racing, working out, 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.
Ken is originally from Boca Raton, Florida where he enjoyed playing sports. He spent much of the summertime fishing in the Florida Keys, a passion in which he still enjoys today. He relocated to the Tampa Bay area to attend the University of South Florida where he studied business administration and earned his B.S. in Marketing. Upon graduation, Ken began working in the transportation & logistics industry as an Account Manager.
While he enjoyed his career, he felt the need to help people in a more impactful manner. This need ultimately led him to the Financial Services industry, where he collaborates with business owners and individuals to properly plan out their financial future. Additionally, he currently sits on the Board of Directors for Redefiners World Languages, a Tampa based non-profit organization, where he serves as Treasurer. Ken enjoys spending time with his family and friends. He and his wife, Mei-ling, married in 2014, and have two beautiful daughters, Zoey and Kenzie.
Erik began his career in Management Consulting by helping Fortune 500 companies solve large and complex financial and operational issues to help improve their top line work on saving their bottom line. In 2015, Erik took that skill set into private practice, and has since helped hundreds of individuals with their financial needs. Beginning with the purpose in mind, Erik helps his clients increase clarity with their financial plans and reach their goals both by planning for immediate results as well as implementing more advanced, long term strategies for complex areas like retirement planning and estate planning.
Erik currently serves as Managing Director for Taylor Financial and operates under a fiduciary standard of care. He is a Certified Financial Planner™ professional. He holds his Series 7, 6, 66, as well as his 215 license and his CFP®/Certified Financial Planner designation. Thorough and innovative, Erik offers a distinctive and client centric retirement income planning process, with the goal in mind to increase annual retirement income and increase control over your financial plan. Erik’s communication skills, grasp of economic strategy, use of the latest technology, and desire to serve has brought him a diverse and successful clientele across the country. Erik has also served as the Regional VP for The College Funding Coach™, a company that shows parents leading edge ways to save and pay for college by understanding how the financial aid formula works, knowing the scholarship landscape and implementing the most effective savings strategies.
Erik also gives back by serving as a board member for many 501c3 organizations throughout the country including A Kid’s Place, the Round of a Lifetime Foundation, the Florida Holocaust Museum, and Berkeley Preparatory School. Erik is thankful for the opportunity to bring his specific skill set and financial acumen to organizations that make society a better place.
In his free time, Erik enjoys spending time outdoors with his wife Melanie, his daughters Shayla and Devy, his extended family and his friends.
Whether you are creating your first plan, trying to improve and refine what you already have, or need to tackle larger questions that have not been answered for you yet, speak with Erik to make these items a reality. He will bring you the tools that you need and serve as your advocate in the financial planning space.