Taylor Davis,
CFP® Certified Financial Planner® Financial Advisor, RJFSTaylor is deeply committed to the belief that client education is central to his role as a financial planner. He enjoys understanding his clients’ goals and passions, crafting comprehensive plans for them and their families, and guiding them through their journey.
“We collaborate closely with our clients’ accountants and attorneys throughout the planning process, ensuring that a cohesive professional team is working together on their behalf,” said Taylor. “This collaboration not only helps our clients save money on taxes but also enhances the efficiency of their legacy planning.”
Taylor is an avid supporter of Suicide Awareness Voices of Education and the Special Olympics. He enjoys playing organized sports, such as basketball, golf, and softball.
Before joining Raymond James in November 2022, Taylor was a financial advisor with Edward Jones in Olathe, KS. He began his college career as a baseball player at Coffeyville Community College before completing his bachelor’s degree at the University of Kansas.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
