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  • Home
  • Who we are
  • What We Do
  • How We Do it
  • Contact
  • Home
  • Who we are
  • What We Do
  • How We Do it
  • Contact

WHO WE ARE

Adam Taylor

Mike Everritt

Mike Everritt

 CEO | WEALTH MANAGEMENT ADVISOR
ChFC®, CLU®, RICP®, CASL®, CLTC 

Mike Everritt

Mike Everritt

Mike Everritt

CHIEF INVESTMENT OFFICER

WEALTH MANAGEMENT ADVISOR 

Ken Speroni

Mike Everritt

Ken Speroni

DIRECTOR OF BUSINESS BENEFITS | WEALTH MANAGEMENT ADVISOR
CEPA®, CPFA®, NQPA™ 

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Strategic alliances

We have relationships with the following

US Bank

Pacific Life

Northern Trust

Mass Mutual

Penn Mutual

Global Financial Distributors (GFD)

BNY Mellon

Ohio National


Check the background of your Financial Services Professional on FINRA’s BrokerCheck.


Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC. Taylor Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ 4830 W. Kennedy Blvd., Suite 800 Tampa, FL 33609, (813) 286-2280.

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