Taylor Baloney

About Taylor Baloney

As a Financial Advisor, I help high-income professionals reduce taxes, build generational wealth, and take full control of their financial future using my Empowered Legacy Planning™ Framework — a personalized strategy that uncovers hidden tax savings and turns income into long-term impact. Feel like your current plan isn’t fully aligned with your long-term goals? Wondering if you’re doing enough to protect what you’ve built? Tired of financial advice that doesn’t reflect your unique values or challenges? Many of my clients have been able to: – Lower their annual tax bill by five to six figures through smarter planning – Use employer benefits, tax-free growth strategies, and life insurance to grow wealth – Build a long-term legacy with confidence — without figuring it all out aloneMy mission is to help more families in our community gain financial clarity and power — and turn economic success into generational change. If you’re ready to build wealth with purpose, let’s connect. Schedule a quick 30-minute call: https://calendly.com/trosebaloney/30min Learn more:

Experience

1. Financial Advisor

   Edward Jones

   Jun 2024 — Present · Houston, TX, US

   WHAT WE DO: We help high-income professionals reduce taxes, grow wealth, and protect their legacy using smart, culturally informed financial strategies. HOW WE DO IT: Our Empowered Legacy Planning™ Framework blends personalized tax planning, wealth-building tools, and long-term protection into one holistic strategy — built for your goals, values, and future. WHAT MAKES US DIFFERENT: Culturally aligned guidance that reflects your values Tax-first approach focused on maximizing savings Legacy-driven planning — not just short-term advice A trusted partner committed to economic empowerment Want To Learn More? Let’s connect for a quick second opinion — no pressure, just clarity. https://calendly.com/trosebaloney/30min

Education

• St. John's University

  Bachelor's degree, Business Management

  2011 — 2015