Taylor P. Porter

Vice President Financial Advisor @Baird

Lexington, KY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2019 — Present

Vice President Financial Advisor @Baird

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Lexington, KY, US

EDUCATION

N/A

Lexington Catholic High School

High School Diploma

N/A

University of Kentucky

Bachelor of Arts (B.A.), Economics

ABOUT TAYLOR P. PORTER

I assist individuals, families, and institutions in growing, protecting, distributing, and transitioning wealth according to their personal financial goals. My mission is to establish and maintain relationships with clients built on trust and mutual respect. I work with clients to establish specific financial goals, develop a customized financial plan, implement a disciplined investment strategy, monitor progress and make necessary adjustments. My clients can always expect their interests to come first, consistent communication, and 100% transparency of costs.

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Taylor P. Porter — Vice President Financial Advisor at Baird in Lexington, KY, US | Unifers