Adam C Taylor, ChFC®, CLU®, CASL®, CLTC®
Wealth Management Advisor


Taylor Financial

Personal

Adam is originally from Tallahassee and graduated from the College of Business at Florida State University with a bachelor in science in hospitality. Upon graduation, he moved to San Francisco to work with Houston’s restaurants and study wine. His success in the industry sent him to the New Orleans location and then to Atlanta after Hurricane Katrina. Adam then had the opportunity to join The Capital Grille in Orlando and go on to open locations in Jacksonville and Naples. He became a sommelier with the Court of Master Sommeliers and the at the age of 27, became the youngest managing partner in the company, and moved to Tampa.

After moving to Tampa, Adam wanted a new challenge and decide to open his own financial planning practice before the age of 30. He aligned with Northwestern Mutual to ensure he had the proper training and advocacy for his clients. Since 2011, he has continued to excel in making an impact in his community and has been recognized for having a thriving practice. He was voted top 40 advisors under 40 by NAIFA, top 3 favorite advisor in Tampa Bay in 2016 & 2017, and won numerous industry awards. He has been a member of the Million Dollar Round Table since his second year in business and now focuses on teaching others his process by mentoring new advisors.

He believes his role as a District Director will allow him to make an exponential impact through others and believes in a comprehensive planning practice. He holds his Series 7, 6, 63, and 26 licenses as well as the ChFC®, CLU®, CASL®, CLTC designations from the American College and is constantly improving as a leader and business owner. His community involvement includes serving on the board of the Westchase Charitable Foundation, Business Wise II, and the Pelican Chapter of Armed Forces Electronics and Communication Association (AFCEA).

Adam’s biggest passion is his family. He has been married to his wife, Andi, since 2009 and they have 3 kids together. His daughter Abbi, twin boys Alexander & Anderson, and his black lab Ace round out the “A Team”. In his free time, he enjoys watching Florida State football, cycling, and spending time with his family.   

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck