Taylor supports on-going client needs as it relates to transaction activity, new account forms, collection of data to support tax reporting and routine correspondence. He oversees general office operations to promote a cooperative and well-structured working environment for the entire SRQ Wealth team, and is our primary telephone contact for incoming calls.
Taylor received his Bachelor of Arts degree in Political Science from the University of Richmond in 2013 and has worked as an aide to a Virginia state representative as well as an intern for a local law firm in Sarasota. He joined the SRQ Wealth team in 2014.
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