Taylor Email
Senior Wealth Manager @ The Retirement Planning Group
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Taylor Location
- Overland Park, KS, US
Taylor Work
- Senior Wealth Manager @ (March 2024 - Present)
- Wealth Manager @ (August 2021 - March 2024)
- Senior Financial Consultant @ (May 2020 - August 2021)
- Financial Consultant @ (November 2019 - May 2020)
- Flagship Client Service Specialist @ (August 2018 - August 2019)
- Human Resource and Retail Banking Specialist @ (May 2016 - August 2018)
- Recruiting Associate Intern @ (May 2015 - July 2015)
- Camp Advisor Intern @ (May 2015 - July 2015)
- Teller @ Farmer's State Bank (August 2013 - March 2015)
Taylor Education
- Baker University
Bachelor’s of Science Degree (Business Finance & Management)
- Harlaxton College
(Business Administration and Management)
- McPherson High School
High School
Taylor Summary
- Taylor, based in Overland Park, KS, US, is currently a Senior Wealth Manager at The Retirement Planning Group. Taylor brings experience from previous roles at The Retirement Planning Group, TD Ameritrade and Vanguard. Taylor holds a Bachelor’s of Science Degree in Business Finance & Management @ Baker University. Taylor has 1 emails on RocketReach.
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