As a CERTIFIED FINANCIAL PLANNER™ practitioner, Taylor puts an emphasis on continuing to grow his knowledge base as the financial planning and investment world continues to evolve. Taylor focuses on planning for the long-term through retirement planning, college planning and investment management using a patient and planned approach. He works closely with clients, primarily established in their careers, to craft a plan that fits their ever-evolving needs. He is part of the firm’s Investment Management Team. He is also responsible for our team’s trading, researching investment ideas, and participating in investment committee meetings. A Virginia native for his whole life, Taylor now lives in the heart of South End. Throughout the week, you can find him trying new restaurants, competing in water polo with the Charlotte Sharks, playing a round of golf with friends, or cheering on the Virginia Tech Hokies.