Taylor Peters
Senior Advisor Associate
Taylor is responsible for the analysis of client investment portfolios for private clients. She serves clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm in 2022, Taylor was a Quality Assurance Coordinator with OSF HealthCare. She earned a Bachelor of Science in Community Health with a concentration in Health Administration from the University of Illinois at Urbana-Champaign and earned the Certified Financial Planner (CFP®) designation from the College of Financial Planning.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
