Taylor joined the Thompson Katzaroff Group at UBS in 2012 after graduating from Vanderbilt University where he studied Community Development and Spanish. He earned the Certified Financial Planner designation in 2016 and completed Oxford’s Impact Investing Programme in 2017.
He enjoys working with clients to understand and align their values, investment strategies, financial goals, and philanthropic aspirations. In addition to providing advice, he dedicates time to our community by volunteering with and serving on the board of nonprofits in Los Angeles and Orange County. Taylor lives in San Clemente with his wife, Ashley, and daughters Poppy and Kaia.