The best time to talk to a Merrill Advisor? Yesterday.
The best time to talk to a Merrill Advisor? Yesterday.

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Taylor A Hanex, CRPC

Senior Vice President
Senior Financial Advisor
Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

Understanding your life priorities and simplifying your financial needs and goals is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.

Recognition

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.

Taylor A Hanex

Forbes’ “America’s Top Women Wealth Advisors” 2020, 2021, and 2022

Forbes “Best-in-State Wealth Advisors”  2020, 2021, and 2022

Click here to learn more about advisor recognitions

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 and 2021 Forbes "America's Top Women Wealth Advisors" lists, the "America's Top Women Wealth Advisors Best-in-State" 2022 list, the and the Forbes "Best-in-State Wealth Advisors" 2022 list.  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 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 Women Wealth Advisors" list, March 24, 2021. For more information about the selection criteria, go to http://details-he.re/NtSDE5. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.

*Source: The Forbes "Best-in-State Wealth Advisors" list, February 11, 2021. For more information about the selection criteria, go to http://details-he.re/qg4zAM . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.

*Source: The Forbes “America’s Top Women Wealth Advisors Best-in-State” list, February 4, 2022. For more information about the selection criteria, go to http://details-he.re/OsrhqS. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.

  • LANGUAGES

    English

  • EDUCATION

    Fordham University

    Johns Hopkins University

  • AWARDS

    Forbes "Best-in-State Wealth Advisors"

    Forbes "America"s Top Women Wealth Advisors"

Professional Staff

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.

Additional Resources

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.

Brenda Dolan

Wealth Strategist

Merrill

Nicola Beel

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #642154

Andre Reguinho

Retirement Specialist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

We are dedicated to establishing strong, long term relationships by delivering wealth management strategies that support clients’ goals and objectives. We strive to go beyond financial recommendations to be essential resources to clients. We listen to clients, heed their vision, tend to their needs and concerns, assess achievable financial goals commensurate with their risk profile, and then recommend, implement and oversee a strategy. We strive to stay abreast of changes in clients’ financial situation and the general economic environment. We strongly believe that every client deserves to have an essential resource who understands what is important to them, and a trusted advisor who is responsive to their needs.

Philosophy

Guiding Principles – The following principles are the foundation of our group: to exercise professional competency, entrepreneurial drive, moral character and integrity in building and sustaining client relationships; to place the interests of clients before our own; to do what is right all the time and to uphold the highest ethical standards in all relationships; to provide professional, prompt, and courteous service at all times. We truly value the trust that is placed in us and we are committed to delivering exemplary service.

Approach

I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Staying on Track

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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

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    #DigitalMerrill

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      Let’s Have a Conversation

      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.

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      Why Merrill?

      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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      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.


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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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.