Company: Taylor’d Financial Services
Location: Overland Park, Kansas, United States
Brian L. Taylor, the president at Taylor’d Financial Services, has been recognized by Marquis Who’s Who Top Business Owners for dedication, achievements, and leadership in the field of financial management.
Hailing from numerous years of experience in his chosen field, Mr. Taylor has earned distinction through his role as the head of Taylor’d Financial Services since 2017. A family-owned fiduciary advisor firm since 1996, Taylor’d Financial Services strives to offer its clients financial counsel that is customized according to their unique needs, particularly in the realm of retirement planning. In his capacity as president, Mr. Taylor works directly with clients to review their specific requirements and devise a program that best aligns with their financial strategy. Well-regarded in the industry, Brian Taylor was listed among the Top 100 People by Finance Magazine. Likewise, Mr. Taylor himself was also acclaimed as a Five Star Wealth Manager in 2023 by Five Star Professional.
Prior to assuming his current role in 2017, Mr. Taylor previously found success as a financial advisor with Wise Wealth LLC, beginning in 2015. Previously, he had worked as an Internal Sales Director for the Eastern division at Ivy Funds, where he began as a Senior Regional Sales Specialist in 2005. Having long held a fascination with financial markets, Mr. Taylor was initially inspired to enter the industry due to the influence of his father, who achieved over 40 years of success as a financial planner in his own right.
Mr. Taylor first studied finance and accounting at the Ivy College of Business at Iowa State University, where he graduated with a bachelor’s degree. Following this accomplishment, he went on to Avila University, from which he received a Master of Business Administration in finance in 2005. Well-qualified in his field, he has gone on to become accredited as an investment fiduciary, and is currently pursuing his certified financial planner designation.
In accounting for his success, Mr. Taylor largely credits his enthusiasm for the field, and is most proud to have helped numerous clients retire to a prosperous and happy life following their own career journeys. Looking toward the future, he aspires to continue expanding the scope of operations at Taylor’d Financial Services, where he will strive to maintain its culture of focus, mission and passion.
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