Our advisors

Jeremy Taylor

Jeremy Taylor

Private Wealth Advisor

Chief Executive Officer of Taylor Wealth Management Group
Learn more about Jeremy Taylor Visit Jeremy Taylor's website
Ivette Taylor

Ivette Taylor

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Ivette Taylor Visit Ivette Taylor's website

Our 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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