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Who we are
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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

Smiling man in a suit jacket and white shirt against a white brick wall.

Adam Taylor

Thomas Yannetti

Thomas Yannetti

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

Adam's Story
Smiling man in a blue suit against a textured white wall.

Thomas Yannetti

Thomas Yannetti

Thomas Yannetti

DIRECTOR OF FINANCIAL PLANNING

M.S. Financial Planning, CFP®, ChFC®, RICP®, WMS

Thomas' Story
Smiling man in a navy suit posing against a white brick wall.

Ken Speroni

Thomas Yannetti

Ken Speroni

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

Ken's Story
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Strategic alliances

We have relationships with the following

BOK Financial 

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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