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Robert W. Taylor, CFP® | Managing Partner, WealthPLAN Partners

Mr. Taylor is a CERTIFIED FINANCIAL PLANNER™ professional and has been an Investment Professional for over 25 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 New York City. Mr. Taylor manages the Wealth Planners in the New York City office 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 (14) and Sophia (10). Rob enjoys Golf and Paddle tennis while the girls participate in Dance and Soccer.

 

 

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