Robert Taylor

MBA

COO and Director of Planning

(201) 485-8464

Robert TaylorRob 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.

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.

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.  Rob enjoys spending time with his family, golfing, listening to classical music, reading, and walking the dogs.  Rob lives in Ramsey, NJ with his wife, three children, two dogs and two cats, all of whom he collectively and lovingly refers to as “the ark.”

 

 

 

 


GETTING TO KNOW ROBERT

Favorite Food: Lasagna

Favorite Quote: Keep Calm and Carry On

Best Piece of Advice Received: Be true to yourself

Favorite Holiday: Thanksgiving

Favorite Movie(s): Shawshank Redemption

Hidden Talent: Scrabble

If you could meet anyone, past or present, it would be: My grandfather

What Motivates You: My family

Place you would most like to visit: Ireland

Favorite Book: Harry Potter (series)

Bucket List Item: Play a round of golf at Pebble Beach or similar golf course

Biggest Accomplishment: My children