Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Randy J. Taylor, CRPC™, First Vice President, Senior Financial Advisor has been at Merrill Lynch Wealth Management for 9 of his 17 years of financial services tenure. He holds his Chartered Retirement Planning Counselor designation and is a dedicated student of the industry. Randy works closely with highly accomplished business owners, senior executives, physicians, families, and beneficiaries of generational wealth in pursuit of their life priorities through a disciplined, purposeful and tax efficient wealth management process.
Randy is the founding member and one of three senior partners of the Merrill Lynch Wealth Management team, “Taylor & Associates.” Randy believes that a team-based approach provides the most robust client experience and has built a team of highly accomplished and competent professionals that his clients can depend on. He and his team are skilled professionals who are determined to help their clients regain valuable time, by providing oversight from their most complex financial affairs down to their day-to-day financial needs, empowering the busy client to focus on what matters most. Randy also believes in working together with the clients’ outside advisory team such as their estate planning attorney(s) and CPA(s).
He and his team provide a highly effective service model built upon strong work ethic, dependability, trust, and accessibility. Randy wants his clients to feel confident that with only a phone call, they can reach a team member who is committed to providing a quality customer experience. Collectively, Randy and his team have capabilities ranging from personal financial planning and lending all the way to business acquisitions, private business sales, custom lending and helping business owners transition their companies with tax efficiency.
Being a skilled connector, Randy finds enjoyment in facilitating introductions across a diverse network of associates within the firm and outside. In addition to Wealth Management, he also provides clients access to the three remaining pillars of the enterprise, which encompass Investment Banking, Commercial Banking, and Personal Banking through Bank of America.
As both an experienced but young financial professional, Randy is sure to grow alongside his clients as he is committed to being one of their trusted Advisors for many years to come.
On a more personal note, Randy’s most cherished work is as a dedicated husband and father. In his free time, Randy enjoys writing and performing original music, playing pickleball, surfing, fitness, and, most importantly, traveling and making memories with his family.
Portuguese & English
Liberty University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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