Allison Taylor

Wealth Advisor- CEO

Allison is the Founder and CEO of Taylor Wealth Management.  

As a Wealth Advisor, Allison takes a planning-based approach with an emphasis in education.  Through teaching she is able to provide clients a real understanding of investments, investment structures, fees and risks. She implements and manages investment portfolios that are consistent with a client's investment goals, objectives and ideas, to compliment her holistic approach to wealth management,

Allison is responsible for creating customized financial plans, portfolio analysis, succession planning, life insurance and long-term care.

Allison earned her B.S. degree from Biola University, completed the CFP program at UCLA and graduated from Cal Lutheran with an MBA in Financial Planning. She holds her 6, 7, 63 registrations held through LPL Financial and Insurance License registrations. Allison is married with two children and four grandchildren and is passionate surrounding children charities that support foster children. In her free time, she reads, enjoys music and likes the theatre.

Prior to joining LPL in 2021, Allison was a Senior Financial advisor, Managing Director- Investments for Wells Fargo Advisors for 18 years. Prior to Wells Fargo, Allison worked for WM Financial Services for 8 years and has been in the financial services industry for more than 27 years. Allison's past experience includes being a loan officer, holding her 24 securities license & Real Estate licenses.

Securities Registered in the following states, AZ, CA, CO, FL, GA, HI, ID, MD, MI, MN, NC, NV, OK, OR, TX, UT, VA, WA.

CA Insurance Lic. # 0B60072