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Taylor Wald

Taylor Wald

Client Services Specialist

Taylor supports all new client account activity, on-going client transaction & maintenance activity, collection of data to support tax reporting and routine correspondence/reporting for clients. 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.