Kellen Taylor Email & Phone Number
Financial Advisor @ Wealth Enhancement Group
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Kellen Taylor Location
- Charlotte, NC, US
Kellen Taylor Work
- 2021 -now Financial Advisor @
- 2010 -2021 Financial Advisor @
- 2007 -2010 Financial Advisor @
Kellen Taylor Education
- Winthrop University
Bachelors (Financial Planning and Accounting)
2004-2007 - Hofstra University
(Finance and Accounting)
2002-2004
Kellen Taylor Skills
- IRAs
- Insurance Planning
- Financial Planning
- Services
- Life Insurance
- Training
- Budgets
- Long Term Care
- Advisory
- Financial Analysis
- Asset Management
- Financial Services
- Investments
- Investment Management
- Asset Allocation
- Portfolio Management
- Advisory Services
- Wealth Management
- Securities
- Disability Insurance
- 401k
- Finance
- Retirement
- Retirement Planning
- Estate Planning
- Planning
- Microsoft Office
Kellen Taylor Summary
- Kellen Taylor, based in Charlotte, NC, US, is currently a Financial Advisor at Wealth Enhancement Group. Kellen Taylor brings experience from previous roles at Carroll Financial and Ameriprise Financial. Kellen Taylor holds a 2004 - 2007 Bachelors in Financial Planning and Accounting @ Winthrop University. With a robust skill set that includes IRAs, Insurance Planning, Financial Planning, Services, Life Insurance and more. Kellen Taylor has 1 emails and 1 mobile phone numbers on RocketReach.
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