Taylor serves as a Relationship Manager at Wealth Strategies Partners, where he brings a diverse background and an analytically rigorous approach to helping clients grow and protect their wealth.

His path into financial services began in public accounting, spending three years in PwC's assurance practice serving insurance industry clients experience that built a strong foundation in financial reporting, risk, and regulatory rigor. Taylor then moved into fintech, joining a mortgage technology startup and spending four years rising to Director of Cash Management, where he oversaw liquidity and treasury operations through a period of rapid company growth.

Taylor went on to join Sabal Trust, a Florida-based trust company later acquired by Hancock Whitney Bank, as lead bond trader, managing portfolios across the investment-grade taxable and tax-free bond markets. That experience sharpened a specialty in fixed income. He brings that expertise to his portfolio construction and client strategy at WSP.

Taylor holds a degree in Accounting and History from the University of San Diego and is a CFA Program candidate. Outside of WSP, Taylor co-owns LeShop, a French-inspired coffee and bottle shop in Sarasota, FL - an entrepreneurial venture that keeps Taylor closely attuned to the everyday financial realities small business owners face.