Robert Taylor

                            
MBA

                            
Senior Wealth Advisor

                                                        
                                                    

                                                    
Contact Robert

                            

                                                                


    

        
    

    
                            

                                            

                

            

        


        

			

		

			

				
				
				
				
				
				
				

				

				
				
				
				
				

				
				
				
				
				
Meet Rob


 


Rob is responsible for all aspects of operations at Taylor Financial Group and for delivering an outstanding work product to all clients.  As part of his role, Rob is involved in all investment research and assists team members with analytics, as well as various consulting and wealth planning assignments.


    

  • Oversees daily operations and procedures throughout all aspects of company
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  • Maintains commitment to serve high net worth clients and business owners on comprehensive wealth management, including financial planning, retirement planning, Social Security planning, tax efficient distribution analysis, cash flow, and liability analysis
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  • Performs investment research and designs and manages investment models
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  • Oversees Wealth Plan creation to ensure clients pursue their long-term goals
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Prior to joining Taylor Financial Group, Rob worked for Citigroup as a Senior Vice President and was responsible for all operational aspects of a global team. Rob has also worked with dozens of Fortune 500 companies in streamlining and refining their operations to enhance the services they provide their clients.  Rob attended the University of New York at Albany, where he graduated with a Bachelor’s of Science in Business Administration with a concentration in Finance, and then went on to receive his MBA from the NYU Stern School of Business.  Rob holds his Series 65  license registration through CWM, LLC and Life and Health Insurance licenses through the State of New Jersey.


Outside of work, Rob is active in the community, having spent the last ten years coaching numerous recreational and club soccer, softball and lacrosse teams over his children’s athletic careers.  He also was a member of the Board of the Shadow Lake Club Homeowner’s Association for several years, and is currently a member of the Ramsey Golf and Country Club Board.  Rob enjoys spending time with his family, golfing, listening to classical music, reading, and walking the dogs.  Rob lives in Upper Saddle River, NJ with his wife, two of his three children (the oldest has flown the coop to live in NYC), two cats, and two dogs, all of whom he collectively and lovingly refers to as “the ark.”


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Rob is non-registered person with Cetera