About Taylor
As an Associate Wealth Advisor, Taylor provides key support for her team of wealth advisors. In client meetings, she acts as an extra set of eyes and ears to ensure all the details are captured. Outside of client planning sessions, Taylor handles documentation, data entry, updates financial planning documents and conducts research to help ensure clients and her team have up-to-date and accurate information.
Before joining Focus Partners in 2023, Taylor was a financial planning associate for Davis Financial Planning, a firm she joined as an intern in 2018 before entering her full-time role. She graduated from Western Carolina University with a degree in financial planning. Originally expecting to pursue accounting, she discovered that financial planning allows her to utilize her analytical skills, attention to detail and desire to support others in achieving their life goals. Before joining Davis Financial Planning, Taylor held a number of positions working in retail and as a teller at Asheville Savings Bank.
Taylor lives in Marion, North Carolina, and outside of work, she is a competitive stock car racer. When she's not racing, Taylor enjoys spending time with her family, especially on Lake James.
As an Associate Wealth Advisor, Taylor provides key support for her team of wealth advisors. In client meetings, she acts as an extra set of eyes and ears to ensure all the details are captured. Outside of client planning sessions, Taylor handles documentation, data entry, updates financial planning documents and conducts research to help ensure clients and her team have up-to-date and accurate information.
Before joining Focus Partners in 2023, Taylor was a financial planning associate for Davis Financial Planning, a firm she joined as an intern in 2018 before entering her full-time role. She graduated from Western Carolina University with a degree in financial planning. Originally expecting to pursue accounting, she discovered that financial planning allows her to utilize her analytical skills, attention to detail and desire to support others in achieving their life goals. Before joining Davis Financial Planning, Taylor held a number of positions working in retail and as a teller at Asheville Savings Bank.
Taylor lives in Marion, North Carolina, and outside of work, she is a competitive stock car racer. When she's not racing, Taylor enjoys spending time with her family, especially on Lake James.