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.
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.
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.
