Taylor Wealth Management Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Advisors

Advisor photo for Ivette Taylor

Ivette Taylor

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Ivette 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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Courtney Engeman

Courtney Engeman

Administrative Assistant,

Financial Planning Assistant

Roles & Responsibilities

  • Client Service
  • Appointment Scheduling
  • Money Movement and Transfers
  • Business Processing
View more