Veronica Taylor

Director of Client Relations at World Investment Advisors (formerly Pensionmark)

Role: Director of Client Relations at World Investment Advisors
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Veronica Taylor

Veronica is the Director of Client Relations and Senior Retirement Plan Consultant for…

Experience

Director of Client Relations
World Investment Advisors
Dec 2024 — Present

Contact information

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Work email
v••••••••@worldadvisors.com
Personal email
•••••@•••••.com
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Current company

World Investment Advisors

Financial Services · 216 employees · Founded 1988 · Lincroft, New Jersey, United States

World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 630 advisors and staff across more than 100 U.S. locations that supports $72.7B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists. For more information, please visit Meet the management team: https://worldadvisors.com/management-team Find an Advisor: https://worldadvisors.com/find-an-advisor *As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $56.2 billion.

pensionmark.com

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