Taylor Financial Employee Directory

Taylor Financial corporate office is located in 4030 W Boy Scout Blvd Ste 490, Tampa, Florida, 33607, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Medical & Health

Sales

Operations

Key Employees of Taylor Financial

Angie Farrell
Chief Operating Officer
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Taylor Financial Global Presence

Location	People at location
North America	1-10
South America	1-10

Index of contact profiles from Taylor Financial

Hundreds of professionals searching for Taylor Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

ST
Susie Taylor
Email Direct
Business Development Manager
United States , Florida , Tampa

TY
Thomas Yannetti
Email Direct
Director, Financial Planning Wealth Management & Advisor
United States , Florida , Tampa

GT
Gavin Taylor
Email Direct
Owner Winemaker
United States , Florida , Tampa

RS
Rinku Shah
Email Direct
Financial Advisor
United States , Florida , Tampa

SL
Steven Lusk
Email Direct
Investment Analyst
United States , Florida , Tampa

AS
Alix Shook
Email Direct
Administrative Assistant
United States , Florida , Tampa

AT
Andi Taylor
Email Direct
Health Insurance Liaison
United States , Florida , Tampa

Angie Farrell
Email Direct
Chief Operating Officer
United States , Florida , Tampa

SB
Sony Brown
Email Direct
Advisor and Director of Business Development
United States , Florida , Tampa

AV
Andrew Vickers
Email Direct
Investment Associate
United States , Florida , Tampa

Former Employees at Taylor Financial

Explore people who held key positions, contributed to Taylor Financial's success, and advanced their careers.

Dane Kudla

Associate at Ironside Capital

Worked as Business Development and Financial Services In...

at Taylor Financial (2021-2021)

Direct

Matthew Gilman

Senior Technology Cons... at EY

Worked as Intern

at Taylor Financial (2023-2023)

Direct

Michael Paradiso

Vice President, Sales at Chartspan Medical Tech...

Worked as Wealth Management Advisor

at Taylor Financial (2018-2019)

Direct

Mask Content

Wealth Management Advi... at SPE Capital

Worked as Investment Operations

at Taylor Financial (2020-2024)

Direct

Mask Content

Incoming 2027 Investme... at PJT

Worked as Wealth Management Intern

at Taylor Financial (2025-2025)

Direct

Mask Content

Portfolio Reviewer I at Raymond James

Worked as Financial Services Associate

at Taylor Financial (2024-2025)

Direct

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Frequently Asked Questions Regarding Taylor Financial Employees

How many employees does Taylor Financial have?

Taylor Financial has 11-50 employees

Who are Taylor Financial key employees?

Some of Taylor Financial key employees are Angie Farrell

Where is Taylor Financial located?

Taylor Financial’s headquarters are located at 4030 W Boy Scout Blvd Ste 490, Tampa, Florida, 33607, United States

How do I contact Taylor Financial?

Taylor Financial Contact Info: Phone number: (813) 461-4001 Website: www.taylorfinancial.com

What does Taylor Financial do?

We serve people who are too busy, or ready to slow down. Working with our team isn't just about money management. Our mission is to bring expertise and concierge level service into your financial life. Someone who can see the big picture with you, and then follow up to bring it all into reality. We act as a bridge by taking our clients from point A... Read More

Is Taylor Financial a public company?

Taylor Financial is private company therefore does not currently have an official ticker symbol

See more information about Taylor Financial Employees