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 collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Ivette Taylor, Financial Advisor serving the Menifee, CA area - Ameriprise Advisors

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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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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