Taylor M. Easley,
CFP®, CPWA®
President and Owner
Taylor is a 28-year veteran of the financial services industry and served as a financial advisor with both Smith Barney and Morgan Stanley before launching Easley Wealth Management in 2009.
He received a bachelor’s degree, with honors, in banking and finance and managerial finance from the University of Mississippi. Taylor is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a certification awarded by the College of Financial Planning. In addition, Taylor holds the designation of a CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®).
Taylor is responsible for developing individual wealth strategies, managing investment portfolios, and conducting advisory meetings. His role is to become a trusted advisor to every client he works with, providing financial guidance and investment advice designed for unique lifestyles, circumstances, and goals.
Taylor is a board member on The Andy Irons Foundation, its mission is to celebrate the legacy of surfing legend Andy Irons by supporting impactful, community-based programs for young people struggling with addiction, mental illness, and learning disabilities.
He lives in Kona with his wife, Felicia and is an avid CrossFit athlete. Taylor enjoys traveling, is learning to speak Greek.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.
