Taylor began his career in financial services with John Hancock in 2014. Eager to stand out amongst his peers, Taylor took opportunities to apply for different roles and was promoted several times during his time with the company. Working in various positions across multiple departments, he was able to quickly develop a unique skillset that made him a valuable asset.
Taylor has been with Cantella since 2018. Primarily responsible for the supervision of the firm’s financial professionals, Taylor also sat on Cantella’s Investment Committee and worked closely with the Cantella Managed Investments Team up until the merger with Cambridge Investment Research.
Recently, Taylor expanded his responsibilities from a supervisory capacity to include a wealth manager role. In this expanded role, he works collaboratively with a team of accomplished industry professionals, leveraging their combined knowledge to provide comprehensive financial services to clients. Taylor’s approach to wealth management is driven by his ability to effectively navigate the complex regulatory landscape. He has a deep understanding of the rules and regulations governing the financial industry, ensuring that clients' needs are always prioritized when implementing investment strategies or developing financial plans.
Taylor graduated from The University of New Hampshire Peter T. Paul College of Business and Economics with a degree in Business Administration and Finance. He holds the FINRA Series 4, 7, 24, 63 and 66 licenses. He is also a New Hampshire Life, Accident & Health Insurance producer.
He lives in Exeter, New Hampshire with his wife Rebecca. They both enjoy the outdoors and spending time with friends and family.