Taylor Stathis, CFP®

Senior Vice President

Taylor is a key resource for clients, serving as a direct point of contact and addressing a variety of their unique needs. Her background in communication and service informs her innovative and caring approach to maintaining responsible relationships. In her role as Senior Vice President, Taylor prepares client reports and works to facilitate exceptional deliverables and communications to meet every client’s needs while maintaining the highest standard of excellence and professionalism.

Participating in sports and growing up with three siblings taught Taylor to be a team player. She works closely with the advisory team, where her colleagues have come to rely on her dependability and “go-getter” attitude. Prior to joining the firm, Taylor worked as the national sales coordinator at Branded Cities Network in New York City, providing support for the national account executives selling iconic billboards.

Taylor recently moved to Florida, where she continues to serve our clients, especially those located in or visiting the area. She is an avid tennis player and enjoys spending time on the beach with her friends and family.

Previous Experience

  • Senior Client Relationship Manager at GM Advisory Group
  • Client Relationship Manager at GM Advisory Group
  • Senior Client Service Specialist at GM Advisory Group
  • Client Service Specialist at GM Advisory Group
  • National Account Coordinator at Branded Cities Network

Education & Credentials

  • Certified Financial Planner (CFP®)
  • BA, College of the Holy Cross, History

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.