Profile

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.

*Source: The Forbes “America’s Top Woman Advisors” list, published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “America’s Top Women Wealth Advisors Best-in-State” list, published on February 4, 2022. Rankings based on data as of Sept 30, 2021.
Data provided by SHOOK® Research, LLC. Forbes.com. America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.