Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes’ “America’s Top Women Wealth Advisors” 2020
Forbes “Best-in-State Wealth Advisors” 2020
Taylor began her career at Merrill Lynch Wealth Management after working in the banking industry. She has an MBA from Fordham University and holds undergraduate and graduate degrees in classical piano from Peabody Institute of the Johns Hopkins University in Baltimore. Taylor was elected to the Board of Trustees of Johns Hopkins University in 2009 and reelected for a second term ending in 2021. She is the recipient of the 2014 Heritage Award. She is a member of the Johns Hopkins University Campaign Cabinet, an Ambassador to the Legacy Society and is a member of the Academic Policy and Student Life Committees and former Chair of the Peabody Institute Advisory Board.
As a connector, Taylor networks to bring people together to motivate to make the world a better place. Growing up at the piano, Taylor learned that music is all about structure. As a financial advisor working with wealthy families and nonprofit organizations, she recognizes the importance of structure in creating an effective wealth management process to determine clients' life goals strategic priorities and simplify the complex financial issues and challenges which often face them. She holds a Chartered Retirement Planning Counselor (CRPC®) designation and she is also a member of the Financial Women's Association and the Economic Club of New York.
Taylor's mission is to design and implement a customized wealth management plan by understanding her clients' priorities, lifetime goals and income needs while managing the level of investment risk -- to turn goals into reality.
English
Fordham University
Johns Hopkins University
Forbes "Best-in-State Wealth Advisors"
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #808005
Trust Specialist
Bank of America, N.A.
Retirement Specialist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically 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.
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