Taking a holistic approach, Taylor helps clients pursue what matters most through comprehensive financial plans, adapting them to evolving priorities and dynamic financial markets. As a CERTIFIED FINANCIAL PLANNER™ professional, she upholds the high ethical and practice standards established by the CFP® Board and always puts her clients’ needs first. She specializes in corporate and personal retirement planning, and also enjoys tailoring plans to the distinct needs of women investors. “As my clients’ lives change and goals shift, I am there to support them with custom financial planning at every step,” she says.
In 2021, Taylor helped established May Wealth Advisors, an independent family practice. Before that, she served clients as a financial advisor at May Wealth Management Group of Wells Fargo for seven years. She earned a bachelor’s degree with specialized studies in family financial planning from the University of Florida.
She stays connected to her community as a board member for the Pasco Pediatric Foundation. She is also a co-treasurer and board member for New Port Richey Rotary, where she was named Rookie of the Year in 2016.
A 10th generation Floridian, Taylor was born and raised in Tarpon Springs and currently lives with her husband, Patrick, and their son, Flynn, in Odessa. They have two dogs, three cats and two horses. In her free time, Taylor enjoys spending time with family, riding horses, hiking and skiing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.