Robert Taylor

MBA
Senior Wealth Advisor

Meet Robert

Robert Taylor is a Senior Wealth Advisor based in Franklin Lakes, New Jersey with 8 years of experience in the field.

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 has been a member of the Board of the Shadow Lake Club Homeowner’s Association, and the Ramsey Golf and Country Club Board. Rob enjoys spending time with his family, golfing, listening to classical music, reading, and walking the dog. Rob lives in Upper Saddle River, NJ with his wife, one of his three children (the oldest two have flown the coop to live in NYC), two cats, and one dog, all of whom he collectively and lovingly refers to as “the ark.”

I skate to where the puck is going to be...
Wayne Gretzky

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 8 years financial industry experience
  • 9 years with Taylor Financial Group
Education
  • BS Business Administration
  • MBA Stern School of Business, New York University
I skate to where the puck is going to be...
Wayne Gretzky

Taylor Financial Group

795 Franklin Avenue
Bldg. C, Suite 202
Franklin Lakes, NJ 07417
(888) 321-0808