Taylor supports the firm’s Chief Financial Strategist, Jeremy Schinder, and plays a key role in assisting the wealth management division.
Before joining FDR Group, Taylor was an associate at J.P. Morgan, where he oversaw the strategic design and execution of firmwide tax compliance programs.
Taylor holds a Bachelor of Science in Quantitative Finance from The Stevens Institute of Technology and is a CFA Charterholder.
Outside of the office, Taylor enjoys spending time with family and friends and is an avid soccer fan.
Additional Credentials
- Securities Industry Essentials® (SIE®)
- Series 7 General Securities Representative (GS) License held with LPL Financial
- Series 66 NASAA-Uniform Combined State Law (AG and RA) License held with LPL Financial