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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 "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*
Forbes "Best-in-State Wealth Advisors" 2020, 2021, 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "America's Top Women Wealth Advisors" 2020, 2021 and 2022
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.
Taylor Hanex's mission is to design and implement a customized wealth management plan by understanding her clients' priorities, lifetime and philanthropic goals and income needs while managing the level of investment risk -- to turn goals into reality.
Taylor began her career at Merrill Lynch Wealth Management after working in the banking industry. She was named to the 2020-2021 Forbes "America's Top Women Wealth Advisors" lists (*Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year), the "America's Top Women Wealth Advisors Best-in-State" 2022-2023 list (*Published on February 2, 2023. Rankings based on data as of Sept 30, 2022), the and the Forbes "Best-in-State Wealth Advisors" 2020-2023 list (*Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year).
Taylor 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 is a member of the John F. Kennedy Center's National Committee for the Performing Arts in Washington, D.C. Taylor was on the Board of Trustees of Johns Hopkins University from 2009-2021 and currently serves as Trustee Emeritus. She was the recipient of the 2014 Heritage Award, a member of the JHU Campaign Cabinet, Ambassador to the Legacy Society and a member of the Academic Policy and Student Life Committees. She is currently Chair Emeritus 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 including philanthropy, 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.
English
Fordham University
Johns Hopkins 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 Strategist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #642154
Retirement Specialist
Bank of America, N.A.
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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.
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