Brian L. Taylor
Doing the right thing by people is the number one priority of Taylor’d Financial Services president, Brian L. Taylor. Inspired by his father, a financial planner with more than 40 years of experience, some might say the Five Star Wealth Manager was destined to follow in his footsteps. After college, Brian turned down an offer to join his father’s company in Iowa and instead ventured out on his own in search of hands-on experience. He got his start in the industry working with Principal Financial Group before moving to Kansas City in 2003. For the next 12 years, Brian worked for the mutual fund company Waddell & Reed/Ivy Investments. During his tenure with the firm, he worked in a variety of roles and would frequently sit in on portfolio manager meetings. “We’d talk with CEOs and CIOs about markets, especially during the financial collapse,” he recalls. “I really learned a lot back then that I’m able to utilize today.” Thereafter, Brian went into the advisory world before founding Taylor’d Financial Services in 2017.
As president of the thriving firm, Brian builds customized financial plans focused on meeting financial concerns through the entire lifecycle of accumulation, preservation, and distribution. With an unwavering commitment to service and a deep-rooted respect for others at its core, the company’s client base spans from the United States to London and the Middle East. “At the end of the day, it’s about building trust and being accessible,” he states. “We treat everyone like an extension of our own family and view every relationship as a partnership where it’s really up to us to provide exceptional value.” Acting as a trusted fiduciary advisor with over two decades of experience, Brian specializes in the planning aspect with a signature holistic approach fueled by client success. As a proponent of Dave Ramsey’s 7 Baby Steps for Improving Your Finances, Brian is recognized as a SmartVestor Pro, who shares in the program’s penultimate pinnacle: the secret to living is giving.
Brian is an Accredited Investment Fiduciary® and NSSA Certificate holder with an MBA from Avila University. He double majored in finance and accounting at Iowa State University and is also a National Ethics Association member.
Brian L. Taylor
President — Taylor’d Financial Services
Website: www.taylordfinancialservices.com
LinkedIn: Brian Taylor