Associate Advisor / email@example.com
Taylor joined DBR & CO in 2019. As an Associate Advisor, Taylor works closely with DBR & CO’s financial advisors assisting in developing financial strategies, scheduling and preparing for client meetings, reviewing client accounts and providing exceptional client service.
Prior to joining DBR & CO, Taylor spent 13 years at Bank of New York Mellon where she held several client-focused positions. She holds a BS in Business Administration (International Business/Finance major) from Grove City College and an MBA from Clarion University.