Taylor Grant
Wealth & Investment Advisory | Exited CPG Founder
- Role
- Vice President - Financial Advisor at Raymond James
- Location
- West Chester, PA, US
- LinkedIn followers
- 500 followers
About Taylor Grant
As a Wealth Adviser at Raymond James, I bring over 15 years of experience in financial services, asset management and venture capital to help clients achieve their financial goals with tailored investment and wealth management strategies. My approach is rooted in understanding each client’s unique aspirations, delivering personalized solutions that balance growth, security, and peace of mind.I am an exited founder of a consumer packaged goods startup, successfully navigating the entrepreneurial journey from inception to acquisition. This experience fuels my ability to think strategically and creatively, offering clients not just financial expertise but also a business owner’s perspective on wealth-building and risk management. Whether guiding high-net-worth individuals, families, or business owners, I leverage my deep market knowledge and entrepreneurial insights to craft plans that align with their long-term vision.At Raymond James, I specialize in comprehensive wealth advisory, including portfolio construction, retirement planning, and tax-efficient strategies. My commitment is to empower clients with clarity and confidence, ensuring their financial future is as dynamic as their ambitions.
Experience
Vice President - Financial Advisor
Apr 2025 — Present · Philadelphia, PA, US
Education
The London School of Economics and Political Science (LSE)
Investments & Portfolio Management
2011 — 2011
Bentley University - McCallum Graduate School of Business
Master of Business Administration - MBA
2017 — 2019
Bentley University
Bachelor of Science (B.S.), Finance, Ethics & Social Responsibility, Law
2008 — 2012
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