Robert W. Taylor, CFP® | Managing Partner, WealthPlan Partners
Mr. Taylor is a CERTIFIED FINANCIAL PLANNER™ and has been an Investment Professional for over 28 years. He spent the majority of his career at Fidelity Investments in a variety of client facing and leadership positions. After a distinguished career as a Financial Advisor Mr. Taylor pursued his passion to hire, train, coach, and motivate successful advisors in his position as a Senior Branch Manager. In this role he was responsible for individual branch locations and territories comprised of 50+ employees and over $12 billion in assets.
In June of 2018 Mr. Taylor founded WealthPlan Partners, NY and in June of 2020 he added a second location in Morristown, NJ. Mr. Taylor manages the Wealth Planners in the New York City & Morristown offices and provides Financial Planning and Wealth Management services for Individuals, Families, and Organizations.
In his spare time Robert and his wife Greta enjoy spending time with their two daughters, Natalie (17) and Sophia (13). Rob enjoys Golf and Paddle tennis while the girls participate in Dance and Soccer.