Our Mission

To create an exceptionally distinctive one-stop experience for our clients when it comes to their financial planning needs. We offer expertise in insurance, investments, tax, estate planning, and retirement income.

Putting the ‘Service’ back into Financial Services

Taylor Financial was created in 2018 after founder Adam Taylor decided to build a more comprehensive planning firm and bring his hospitality background to the foreground of financial services.

From there, Taylor Financial has created a business built off the mentality of having a heart of a servant. Now, with a rapidly growing team, they strive to seek ways to go above and beyond for their clients and enforce their mission to bring the “Service” back into “Financial Services” world.

BOOK APPOINTMENT

OUR EXPERTS

YOUR TEAM OF PROFESSIONALS

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

CEO | WEALTH MANAGEMENT ADVISOR

TALK WITH ADAM

ADAM'S STORY

MIKE EVERRITT

CHIEF INVESTMENT OFFICER | WEALTH MANAGEMENT ADVISOR

TALK WITH MIKE

PIERS CURRY, MBA

DIRECTOR OF RISK MANAGEMENT | WEALTH MANAGEMENT ADVISOR

TALK WITH PIERS

ERIK FISCHER, CFP®, RICP®

MANAGING DIRECTOR – SARASOTA OFFICE | WEALTH MANAGEMENT ADVISOR

TALK WITH ERIK

ERIK'S STORY

KENNY SPERONI, CEPA, CPFA

DIRECTOR OF BUSINESS BENEFITS | WEALTH MANAGEMENT ADVISOR

TALK WITH KENNY

KENNY'S STORY

ERICA OGDEN, CLTC

CHIEF EXPERIENCE OFFICER | WEALTH MANAGEMENT ADVISOR

TALK WITH ERICA

ERICA'S STORY

ANGIE WHITEHOUSE

CHIEF OPERATING OFFICER | FINANCIAL SERVICES TEAM ASSOCIATE

TALK WITH ANGIE

SOPHIA BELILOVSKIY, MBA

INVESTMENT OPERATIONS

TALK WITH SOPHIA

ERIC ROUKEY

DISABILITY INCOME SPECIALIST

BROOKE SANTIESTEBAN

ASSOCIATE

EUAN WILSON, CFA®, AWMA®

PORTFOLIO ANALYST

MATT DOUCE, ChFC®, ChSNC®

ANALYSIS & CASE DESIGN SPECIALIST

KEVIN TAYLOR

CHIEF MARKETING OFFICER

ANDI TAYLOR, LCSW

HEALTH INSURANCE LIAISON

MARK HAMILTON

DIRECTOR OF RETIREMENT SERVICES

STRATEGIC ALLIANCES

*Strategic Alliances are not exclusive relationships. You are free to choose your own professional for these needs. Strategic Alliance firms are not affiliated with MML Investor Services, LLC. and are solely responsible for their own products and services provided.