Stephen A. Taylor, JD, CFP®

Stephen A. Taylor, JD, CFP®

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

After nearly two decades in the legal and financial services industry, I took the true step towards independence and made Stephen A. Taylor Wealth Management, LLC a Registered Investment Advisor in the State of Florida in 2019.  My goal is to simplify my client’s financial lives goal through the power of financial planning through a truly unbiased and independent lens.

I am married to Susie, my  best friend and confidante and am blessed with two wonderful kids, Jaedon and Mason.

EXPERIENCE

Stephen A. Taylor Wealth Management. LLC,  Miami, Florida,
6/2019 –  Present

State of Florida Registered Investment Advisor committed to guiding our clients towards long-term financial success. Our goal is help simplify our client’s lives through the power of financial planning and investment management. How We Do It

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.

Cambridge Investment Research, Miami, Florida
Registered Representative and Investment Advisor Representative, 2/2015 – 12/31/2019

Transamerica Financial Advisors, Miami, Florida
Registered Representative and Investment Advisor Representative, 4/2014 – 1/31/2015

Full Registered Representative Experience

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

EDUCATION

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

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

Christopher Columbus High School, Miami, FL
High School Diploma, Varsity Letterman in Basketball and Golf

ACTIVITIES

Certified Financial Planner®
2020 President of the Financial Planning Association of Miami
Formerly Florida Bar Board Certified in Elder Law
Member of the Miami Shores Chamber of Commerce
Director of Miami Shores Chapter of Prime Time Business Network

 

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