A culture of service From a collaborative, family team
A welcome addition to the back office team, Taylor loves digging in to the details to help ensure responsive and timely strategies to client issues. With several years of customer service experience under her belt, Taylor takes ownership of the considerable paperwork and information-gathering required for new client onboarding, account opening and maintenance, transfers and money movement, and follow-through on client requests. Taylor also is responsible for enhancing our team’s presence on social media.
Taylor has achieved the Wealth Management Specialist designation, completing the rigorous coursework involving the critical concepts around financial planning and wealth management, to better assist our clients. She also serves our office as a PA Notary*.
She is a graduate of Penn State Altoona with a B.S. in Business, with a concentration in Marketing and Management. Taylor lives in Hollidaysburg with her husband Matt, and their three dogs, Max, Kodiak, and Ruby.
*Raymond James and its advisors do not legal advice. You should discuss any legal matters with the appropriate professional.