Taylor works within Visionary’s Think Tank. He imports and formats custodian data into TradeWarrior and Morningstar, assists placing trades and performs research and analysis on ThinkTank proposals.
Taylor became interested in working in the financial industry after seeing how his father was able to support his college education with an investment portfolio, and was allowed to become involved in managing it. After college, he interned at Northwestern Mutual, where he assisted with life and disability insurance analysis. He later interned at Visionary to learn the wealth management business.
The opportunity to meet new people and work with clients, helping them establish and realize their financial goals is what attracted him to Visionary. He wanted to be part of our young firm and it’s growth potential.
Taylor attended St. Louis University and Southern Illinois University Edwardsville, where he received his Bachelor’s in Business Administration with a double concentration in Economics and Finance. While earning his Bachelor’s degree, Taylor was active in both the National Society of Leadership and Success, and Beta Gamma Sigma. He graduated in May 2017 with a Master’s in Business Administration program at Southern Illinois University Edwardsville. He has lived in Bethalto, Illinois for most of his life and spends his free time with family and friends or playing sports.