One of my favorite things about interacting with our clients is being able to listen to their needs to figure out the best solution.
Taylor works closely with our Trading and Portfolio Manager, Patrick. His responsibilities include trading in client accounts, researching investment ideas, and client reporting. Taylor also helps manage the internal portfolio management system and client portals. He is a good resource to our clients and is always quick to respond to client’s questions and needs.
Taylor joined Carroll Financial Associates, Inc. in July 2017. He is a member on Larry Carroll’s team as well as in the trading and managed accounts department. He currently holds the Series 7 and 66 securities registrations and is working towards his CFP. In 2017, Taylor graduated with honors from Virginia Tech with a Dual Degree in Finance and Accounting with a concentration in Financial Planning.
A Virginia native for his whole life, Taylor now lives in South End where you can find him trying new restaurants around the area. He also enjoys playing water polo with the Charlotte Sharks, playing a round of golf with friends, or cheering on the Virginia Tech Hokies.