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


Taylor Financial

Professional

Before Adam Taylor can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Adam.

 

My business relationships are built on integrity, professionalism and a shared pursuit of realized potential. Every day my clients make choices to protect their families and their businesses, and I strive over the long term to provide the knowledge and direction that lends focus to their future.

—Adam Taylor 

Adam Taylor and his team encourage that any time you work with a financial professional you review their background.  Please review the following link:

Florida DFS: www.fldfs.com/data/aar_alis1/.  The Florida Department of Financial Services (DFS) site shows what insurance firms the advisor works with.


Associations and Memberships:

  • Board Member of Westchase Charitable Foundation - 2014 - Present
  • Founding Member of Business Wise Tampa Bay - 2015 - Present
  • Featured in the Tampa Bay Business Journal Executive Profile - May 2010
  • Featured as a Rising Star in the Tampa Bay Times - Aug 2009

Education

  • Florida State University - Bachelor of Science - Business Hospitality - 2004

Designations

 

• ChFC®

  • The Chartered Financial Consultant® (ChFC®) program prepares you to meet the advanced financial planning needs of individuals, professionals and small business owners. You'll gain a sustainable advantage in this competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.

 CLU®

  • The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

• CASL®

  • Widely adopted across the broad spectrum of financial services, the CASL® designation prepares you to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. Only the CASL® designation delivers the rigor and specialized knowledge you need to be truly effective in retirement planning.

• CLTC

  • The "Certified in Long-Term Care" (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Students learn how to mitigate these consequences by developing a plan to protect their clients and their families.

 

 

 


Awards & Recognitions

  • Million Dollar Round Table Qualifying Member - 2014
    MDRT is the premier accociation of financial professionals.

 

  • National Associations of Insurance and Financial Advisors Quality Award - 2014-2016
    Award recognizing commitment to excellence in service to clients and industry.
 

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