NEW TO TAYLOR FINANCIAL?

Click the button below to book an intro call to start owning your financial future!

EXISTING CLIENTS

Scroll down to book a new appointment with your advisor(s).

ADAM TAYLOR, ChFC®, CLU®, RICP®, CASL®, CLTC

CEO | WEALTH MANAGEMENT ADVISOR

MIKE EVERRITT

CHIEF INVESTMENT OFFICER | WEALTH MANAGEMENT ADVISOR

PIERS CURRY, MBA

DIRECTOR OF RISK MANAGEMENT | WEALTH MANAGEMENT ADVISOR

ERIK FISCHER, CFP®

MANAGING DIRECTOR – SARASOTA OFFICE | WEALTH MANAGEMENT ADVISOR

KENNY SPERONI, CEPA, CPFA

DIRECTOR OF BUSINESS BENEFITS | WEALTH MANAGEMENT ADVISOR

 ERICA OGDEN, CLTC

CHIEF EXPERIENCE OFFICER | WEALTH MANAGEMENT ADVISOR

ANGIE WHITEHOUSE

CHIEF OPERATING OFFICER | FINANCIAL SERVICES TEAM ASSOCIATE

SOPHIA BELILOVSKIY, MBA

OPERATIONS MANAGER | FINANCIAL SERVICES TEAM ASSOCIATE