Taylor Boice
Partner | LPL Financial Planner at +1Group
- Role
- Foundation Board Member at Elim Christian Services
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Taylor Boice
Organized and focused, Taylor brings a comprehensive approach to helping clients find…
Experience
Foundation Board Member
Aug 2022 — Present · Chicago, IL, US
Board Member: August 2022 - Present. Elim Christian Services equips people with special needs to honor God and bless others, achieving their God-given potential through education, outreach, and vocational opportunities that transform them from objects of pity to agents of mercy. Elim serves people with disabilities through several programs and services, including Elim Christian School, Elim\'s Adult Services Program, and Elim\'s Outreach Program. Elim serves over 900 students on campus plus many students with special needs at 15 other schools nationwide.
Education
Trinity Christian College
Bachelor of Science (B.S.), Finance; Bachelor of Arts (B.A.), Communications
2011 — 2015
Unity Christian High School (MI)
High School Diploma
2007 — 2011
Skills
- Estate Planning
- Strategic Financial Planning
- 401k Rollovers
- Investments
- Portfolio Management
- Data Analysis
- Relationship Building
- Series 7
- Disability Insurance
- Microsoft Office
- Sales
- Financial Services
- Small Business Financial Management
- Life Insurance
- Connector of People
- Series 66
- Etfs
- Customer Service
- Asset Allocation
- Mutual Funds
- Leadership
- Data Management
- Client Counseling
- Business Planning
- Retirement Planning
- Business Strategy
- Wealth Management
- Financial Analysis
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