Taylor Sanchez

About Taylor Sanchez

The McKee Group is a Wealth Management team with over 70 years of experience within Merrill Lynch Wealth Management. We work with a limited number of families, businesses, and non-profit organizations developing strategies for the creation, preservation, and transfer of wealth. We utilize sophisticated modeling tools to create, quantify, and evaluate goals and objectives in the process of developing thoughtful financial strategies focusing on the areas of: • Wealth Management • Retirement Income Planning • College Planning • Wealth Preservation • Tax Minimization Strategies • Risk Management • Liability Management At the heart of the teams\' philosophy is a passion to build enduring client relationships through our commitment to providing the very best personal assistance to every aspect of our clients\' financial lives. Team members are based in both Miami, FL and Boston, MA. Please reach out if you would like to discuss working together to reach your goals! T••••••••@ML.com or 30••••••45 *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Experience

1. Senior Financial Advisor

   Merrill Lynch

   Sep 2019 — Present

Education

• Noble & Greenough School

  High School

  2006 — 2012

• Connecticut College

  Bachelor's Degree

  2012 — 2016

Skills

• Research
• Public Speaking
• Commercial Real Estate
• Finance
• Community Outreach
• Communication
• Teamwork
• Economics
• Writing
• Customer Service
• Social Networking