Taylor Wealth Management Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Taylor Wealth Management Group
Team photo for Taylor Wealth Management Group

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Advisors

Jeremy Taylor

CRPC

Private Wealth Advisor

Chief Executive Officer of Taylor Wealth Management Group
Visit Jeremy Taylor's website


Team

Kamala Davis

Kamala Davis

Client Service Manager,

Operations Specialist

Qualifications

  • Notary Public

Roles & Responsibilities

  • Client Service
  • Appointment Scheduling
  • Business Processing
  • Money Movement & Transfers
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Stephanie Kouns

Stephanie Kouns

Financial Planning Assistant

Roles & Responsibilities

  • Client Services
  • Money Movement & Transfers
  • Client Data Collections & Review
  • Financial Planning Preparation
  • Advisor Website & Social Media Management
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