Taylor Wealth Management Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

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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Kristine Evangelista

Kristine Evangelista

Financial Planning Assistant,

Administrative Assistant

Qualifications

  • B.A. in Economics

Roles & Responsibilities

  • Client Data Collection & Review
  • Financial Planning Preparation
  • Advisor Website & Social Media Management
  • General Client Service
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