Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being, and there are many important factors to consider. Finding the right fit can make a difference in your financial life, today and for the future. Here are the ways we stand out among other advisory firms – and the reasons why you should give us serious consideration.
We specialize in serving empowered women, divorcees, dentists and physicians
At Tailored Financial Strategies of Raymond James, our practice has a deliberate focus. We apply our personal perspective and professional experience to specifically serving our select clientele. The personal experiences of Kennie Taylor’s life are natural bridges to the strong connections we have with our clients. His father was a physician, so it helps him understand the mindset of the medical professionals we serve. Kennie was a dentist before a disability prevented him from practicing, so he intimately understands the financial concerns of dental professionals. His mom and sisters manage the money in their households, so it helps him relate to woman decision makers. He saw how a difficult divorce affected his younger sister, so he truly sees the value in an amicable, collaborative divorce process.
We do not focus solely on constructing portfolios; we also provide holistic financial planning advice for our clients. Kennie Taylor is a Certified Investment Management AnalystSM and Certified Divorce Financial Analyst® who applies extensive experience in creating customized, holistic financial plans that not only address your investments, but every essential aspect of your financial life.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Our office is inside the international headquarters of Raymond James, one of the largest independent financial services firms in America. It means we have access to 3,500 industry professionals in a wide range of disciplines. Whenever we have a specialized need, we can easily tap into the specific guidance and support we need. There are great thought leaders at Raymond James. We not only know them personally, but pass them in the hall every day.