Taylor Stevens
Wealth Management Advisor at Merrill Lynch
Based in Columbia, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Columbia
Industry
Financial Services
Company size
35K
Contact information
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t•••••••@ml.com
Phone
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Background
About Taylor Stevens
I joined Merrill Lynch Wealth Management in 2016 as an advisor with Wright Beach & Associates. I strive to help people respond to life's constantly changing circumstances by developing an adaptable wealth plan, unique to each client and their financial situation. By developing a personal and professional relationship with our clients, our team is able to gain an understanding of what is important to them. We use this information to guide them through the complexities of the markets and keep them on track to achieve their goals. I was born and raised in Columbia, South Carolina where I graduated magna cum laude from the University of South Carolina with a degree in Finance. I enjoy traveling, spending time with family and friends, sports, and playing music. I now live in Charlotte, NC, with my wife Laine and our cat and dog, Oliver and Elvis. I hold the CERTIFIED FINANCIAL PLANNER™ certification, which is awarded by the Certified Financial Planner Board of Standards, Inc.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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