Taylor W.
Agent @New York Life
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WORK HISTORY
Agent @New York Life
Roseville, CA, US
Collaborated with tax professionals and estate attorneys to deliver integrated, holistic planning services to high-net-worth individuals• Conducted risk tolerance assessments and educated on options, insurance needs, and tax-efficient strategies.• Built and maintained client relationships through consistent communication, portfolio reviews, and tailored financial solutions.• Maintained current knowledge of market trends, economic forecasts, and regulatory changes to ensure compliant, up-to-date advice. Douglas Blvd Suite 350, Roseville CA 95661P:(63••••••59California license number:
EDUCATION
University of Evansville
Bachelor’s Degree, Marketing
Streamwood
High School
ABOUT TAYLOR W.
I work with individuals and businesses through a needs-based approach to help them…
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