Robert J. Taylor

CFP®, ChFC®, CLU®, CASL®, RICP®
Financial Advisor

Living his childhood in small towns of Indiana, Rob has seen and experienced the benefits of close-knit communities. One such benefit has been the development of great communication skills. Rob uses this ability as a means to articulate complex financial information in such a way that is simple and easy to understand. He provides a holistic financial plan for his clients that includes various strategies for implementation. These options range from college planning and IRAs to retirement planning and annuities. Rob has acquired the Certified Financial Planner®, Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor for Senior Living, and Retired Income Certified Professional certifications. He has also attained the Series 7, 9, 10, 24, 63, and 65. Rob continually seeks opportunities to grow in his knowledge and understanding of the profession so he may better assist and advise his clients.

After obtaining his Bachelors of Science degree in Christian Education and Systems Analysis from Taylor University in 1986, Rob has worked in the financial services industry since 1987 through Norwest Financial, STAR Financial Bank, Citizens First State Bank, Edward Jones and currently at Raymond James. Rob is thankful for the opportunity to serve his community as a Financial Advisor.

When Rob is not in the office, he is spending time in his community serving with Rotary Club, Kiwanis Club, Gideons, the Hartford City Chamber of Commerce, or spending time with his family. He enjoys traveling with his wife, Missy, and two daughters. He also likes golfing, hiking, and attending church


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.