Taylor Ohara

Private Wealth Advisor | 2025 ALX Chamber of Commerce 40 Under 40 Honoree

Role: Private Wealth Advisor at Verdence Capital Advisors
Location: Alexandria, VA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Taylor Ohara

In 2011 while struggling to choose a college major I called my father. He pragmatically…

Experience

Private Wealth Advisor
Verdence Capital Advisors
Mar 2024 — Present · Alexandria, VA, US

Education

Longwood University
Bachelor of Science in Business Administration, Finance
2011 — 2015

Skills

Troubleshooting
Marketing
Budgets
Time Management
Public Speaking
Leadership
Customer Service
Powerpoint
Microsoft Excel
Higher Education
Microsoft Office
Microsoft Word
Team Leadership

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@verdence.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Verdence Capital Advisors

Financial Services · 59 employees · Founded 2017 · Hunt Valley, Maryland, United States

We believe that building and safeguarding your wealth require a deliberate and comprehensive approach. That's why we start by providing you with a clear view of your entire financial landscape and then construct an unbiased, transparent financial plan with your best interests in mind. As your life evolves, so do your financial needs and goals. Managing your wealth can quickly become overwhelming and time-consuming, leaving little time for the things you enjoy. Our team understands the complexities that come with wealth and the challenges of staying on top of important obligations, such as managing new accounts, policies, properties, benefits, taxes, assets, appraisals, and deadlines. We provide a comprehensive analysis of your complete financial picture, including all asset classes and liabilities, in one place. Our experienced team of subject matter specialists, along with any additional advisors you may already have, such as accountants, legal, or insurance professionals. We work together to identify gaps or redundancies and build a plan that evolves with your life. We serve executives, business owners, and families on a wide range of wealth matters. Our financial advisors in Hunt Valley, MD, Alexandria, VA, Naples, FL, and Sarasota, FL, are ready to answer your questions and help you discover the meaning of true independence. We would be honored to be your next—and last—financial advisor.

verdence.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Taylor Ohara

Experience

Private Wealth Advisor

Education

Longwood University

Skills

Find verified contacts for anyone on LinkedIn