Dakota Taylor

Financial Planning Associate @Faubourg Private Wealth

Covington, LA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2024 — Present

Financial Planning Associate @Faubourg Private Wealth

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Covington, LA, US

As a Financial Planning Associate at Wealthcare services, I help Individuals and families identify their Financial goals, and clarify a personal plan to reach them. I love my job for the simple reason of being able to add value to someone\'s life, and provide a measure of peace regarding their finances.

EDUCATION

2015 — 2019

Southeastern Louisiana University

Bachelor's degree, General Studies

ABOUT DAKOTA TAYLOR

Financial Planning Associate at Wealthcare Services

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Dakota Taylor — Financial Planning Associate at Faubourg Private Wealth in Covington, LA, US | Unifers