CRD: 114577
Taylor Financial Consulting
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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-06-2017
- Office Locations
- 1
Office Locations
About Taylor Financial Consulting
Carson Wealth’s Franklin Lakes, NJ office provides high-touch financial planning and wealth management for individuals and families, with an emphasis on advanced, tax-aware planning and customized wealth strategies. Led by CPA/PFS and retired attorney Debra Taylor (chief tax strategist), the team also focuses on Women & Investing. Differentiator: a woman-led practice with a predominantly female team and client base (78% women stakeholders; 81% women clients).
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Investment Themes
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Owner & Executives
JILL TAYLOR GORDON
Owner, PRINCIPAL
- CRD
- #2103693
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $807,000 | -- |
| Total | $807,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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