Speak with Debbie

Debbie Taylor is available for speaking engagements, media interviews, public relations and more.  Debbie is experienced in speaking to industry peers about industry best practices, as well as to investor groups on a multitude of topics including:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Cash Flow & Budgeting
  • Taxes
  • Market Analysis
  • Investment Process
  • Practice Management

Debbie also frequently speaks to women’s groups about retirement planning and investment management.

Debbie is a CPA and non-practicing attorney, and has been a Wealth Manager for over 20 years.  She has authored a book on industry best practices, and has won many industry honors, including being recognized as a top financial advisor with LPL Financial for 9 years in a row, a distinction bestowed on only the top 6% of LPL Financial’s more than 14,000 advisors (this recognition is based on production).  Debbie has also been quoted in national publications, such as Barron’s and the Wall Street Journal, was featured on Consuelo Mack’s national TV show, WealthTrack, is frequently interviewed by Investment News, and is a regular contributor to Horsesmouth, an online publication for financial planners.

Upcoming Speaking Engagements

April 19, 2018 –  April 20, 2018 – Sole Presenter at Horsesmouth “My Journey” Workshop – Washington DC-  1½ day workshop for financial advisors on best practices connected with practice management, technology, marketing, and planning services.

November 1, 2018 – November 2, 2018 –  Sole Presenter at Horsesmouth “My Journey” Workshop – Location TBC- 1½ day workshop for financial advisors on best practices connected with practice management, technology, marketing, and planning services.

Recent Past Speaking Engagements

Women’s Council of Realtors of Bergen County

Konica Minolta Investment Management Presentation

Keynote Speaker at Annual ONESCO Institute

MEDIA INQUIRIES?

Contact Melinda Lugo, Director of Client Experience, at 201.891.1130 or mlugo@taylorfinancialgroup.com

Press Kit

Debbie’s Bio

Debbie’s Headshot