Taylor Raab

About Taylor Raab

Taylor Raab joined the firm in 2003 after spending time at United Bank in the Trust Department. As part of Raab Wealth Advisors he provides clients with a wide menu of investments, products, and professional money managers that will help them toward achieving their financial goals and beyond. The key driver in his relationship with his clients is a tight focus on personal service, which dovetails into Janney’s business model. Taylor takes time to understand client needs, working toward developing a personalized investment plan in line with each client’s best interests. Among the services Taylor provides are financial, retirement, education and insurance planning, annuities, equities, and ETFs.Taylor has three children. He is active in the community with organizations such as Read Aloud West Virginia, Trout Unlimited, Girl Scouts of Black Diamond, Clay Center for the Arts & Sciences for WV. In his spare time, Taylor enjoys trail running, hunting, fly fishing, camping, travel, scuba diving and spending time with his children in the outdoors.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Experience

1. Financial Advisor

   Janney Montgomery Scott LLC

   Oct 2003 — Present

   I am a Financial Advisor who centers on helping individual clients with their complete financial planning needs with emphasis on retirement planning leading to a comfortable retirement lifestyle. I also assist professionals in their self-directed 401k investment decisions.

Education

• Gettysburg College

  Bachelor's degree, Business Administration and Management, General

  1999 — 2003

Skills

• Certificates of Deposit
• Corporate Finance
• Variable Annuities
• College Savings Plans
• Series 7
• Rollovers
• Index Funds
• Asset Allocation
• Mutual Funds
• Risk Management
• Retirement
• Bonds
• Technical Analysis
• Strategic Financial Planning
• Life Insurance
• Term Life Insurance
• Pensions
• Portfolio Management
• Financial Advisory
• Roth Ira
• Simple Ira
• Unit Investment Trusts
• Asset Managment
• Strategic Planning
• 401k
• Personal Financial Planning
• Retirement Planning
• Finra
• Etfs
• Investment Strategies
• Alternative Investments
• Estate Planning
• Sep Ira
• 401k Rollovers
• Iras
• Stock Trading
• Asset Management
• 529 Plans
• Municipal Bonds
• Fee Based Accounts