Taylor Nielsen

Financial Professional

Role
Investment Service Coordinator at Syndicus Financial, Llc
Location
Albuquerque, NM, US
LinkedIn followers
500 followers

About Taylor Nielsen

You’ve built a career by thinking ahead—solving problems before they erupt, spotting…

Experience

  1. Investment Service Coordinator

    Syndicus Financial, Llc

    Jul 2025 — Present · Albuquerque, NM, US

    I focus on the investment side of financial planning—things like portfolio management, trustee meetings, retirement plan oversight, and market updates. Through my association with a registered investment advisory platform, I’m able to bring together solid investment strategies with long-term planning so everything actually works in sync.My approach is pretty simple: be clear, be steady, and adapt when things change. Markets move, goals shift, and life rarely goes in a straight line. I try to cut out the unnecessary noise and focus on the strategies that give people confidence their plan is on track, both now and down the road.

Education

  • Central New Mexico Community College

    General Studies, General Studies

  • Brigham Young University - Idaho

    Communication and Media Studies

    2017 — 2021

Skills

  • Continuous Improvement
  • Microsoft Office
  • Customer Service
  • Teamwork
  • Public Speaking

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Taylor Nielsen — Investment Service Coordinator at Syndicus Financial, Llc in Albuquerque, NM, US | Unifers