Stephen Taylor Location
Miami, FL, US
Stephen Taylor Work
- 2019 - now Founder, Senior Advisor @ Merited Wealth
- 2001 - now Attorney at Law @ MassMutual
- 2014 - 2019 Director of Wealth Management @ Stephen A. Taylor Wealth Management
- 2013 - 2016 CFO @ bibbitec, llc
- 2005 - 2007 Instructor for Financial Planning Course @ University of Miami
- 2001 - 2003 Financial Advisor @ MassMutual
- 2001 - 2001 Associate Attorney @ Packman, Neuwahl & Rosenberg
- 2000 - 2001 Tax Advisor @ Deloitte & Touch
Stephen Taylor Education
- University of Florida - Fredric G. Levin College of Law
JD (Law)
1997 - 1999 - Oglethorpe University
B.B.A. (Accounting)
1992 - 1996 - Christopher Columbus High School
HIgh School Diploma (General Studies)
1988 - 1992
Stephen Taylor Skills
- Investment Management
- Wealth Management Services
- Legal Advice
- Estate Planning
- Trusts
- Financial Planning
- Wealth Management
- Estate Tax Planning
- Powers of Attorney
- Special Needs Planning
Stephen Taylor Summary
Stephen Taylor, based in Miami, FL, US, is currently a Attorney at Law at Merited Legal. Stephen Taylor brings experience from previous roles at Merited Wealth, Stephen A. Taylor Wealth Management, bibbitec, llc and University of Miami. Stephen Taylor holds a 1997 - 1999 JD in Law @ University of Florida - Fredric G. Levin College of Law. With a robust skill set that includes Investment Management, Wealth Management Services, Legal Advice, Estate Planning, Trusts and more. Stephen Taylor has 3 emails and 2 mobile phone numbers on RocketReach.
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