Stephen A. Taylor, JD, CFP®

Stephen A. Taylor, JD, CFP®

Director of Wealth Management
SAT@SatWealthMan.com
(305)722-0091, Opt. 1

I founded Stephen A. Taylor Wealth Management to pursue my true purpose of building true and long lasting relationships to help my clients achieve their personal and financial goals. Our goal is to deliver to our clients highly sophisticated and innovative strategies and advice with a personal and heartfelt touch to make every client feel comfortable and in good hands.

Steve is married to Susie, his best friend and confidante. Steve is blessed with two children who inspire him to leave the world a better place than he found it: his two sons Jaedon and Mason.

Steve and Jose have a formal plan in place for the continuation of their businesses and advising of their clients should something happen to either one of them over a short or longer period of time. While we retain our individual identities, our firms are fully integrated as a true team to provide the service and support necessary for our growing businesses.

EXPERIENCE:

Stephen A. Taylor Wealth Management. Miami, Florida,
Director of Wealth Management, 3/1/2014 – Present

Stephen A. Taylor Wealth Management is an independent financial services firm committed to guiding our clients towards long-term financial success. Our goal is to preserve and create wealth through risk appropriate asset management and financial planning. Our commitment to our clients is to assist them achieve their goals with integrity, objectivity and superior personal service.

Stephen A. Taylor, Esq. Attorney at Law, Miami, Florida
Attorney, 1/2001 – Present

Current Practice:

Limited to Estate Planning and Wealth Counsel. Preparation of Powers of Attorney, Wills, Trusts and such ancillary documents needed to effectuate a comprehensive Estate Plan. Wealth Counsel consists of advice and recommendations regarding accumulation and preservation of wealth.

Past Practice:

Elder Law and Corporate Law. Elder Law practice was focused with working with disabled individuals currently receiving public assistance and with elderly individuals planning for long term care. Corporate Law practice surrounded the creation, maintenance and sale of small business of varying sizes.

MassMutual Financial Group, Miami, Florida
Financial Advisor, 10/2001 – 12/31/2004

Worked with young families and entrepreneurs to set up savings, insurance and corporate retirement plans.

Deloitte & Touche, LLP, Miami, Florida
Tax Consultant, 1/2000 – 12/2000

Individual and Corporate Tax Return preparation. Creation of 401(k) and Profit Sharing plan documents, trust agreements, and board resolutions. Managed the IRS and Department of Labor required filings for client pension plans.

EDUCATION

University of Florida, Levin College of Law, Gainesville, Florida
J.D. December 1999, Honors Multiple Semesters

Oglethorpe University, Atlanta, Georgia
B.B.A. Accounting, May 1996

LICENSES AND ACTIVITIES

Certified Financial Planner®
State of Florida Life, Health and Disability Licensed
Board Member of Financial Planning Association of Miami
FINRA Series 7 and 66 Licensed
Admitted to the Florida Bar
Formerly Florida Bar Board Certified in Elder Law
Past Chair of the Special Needs Trust Committee for the Florida Bar Elder Law Section
Florida Super Lawyer, 2010-2011
Florida Trend’s Legal Elite, 2010
Founder of the ARC of South Florida Pooled Trust
Golf, Basketball and Biking