I help business owners, entrepreneurs, and other accomplished clients prepare for key decision points in their wealth, helping them maximize the value of those transactions. I am a Private Wealth Manager with The Van Wagoner Group at Merrill Private Wealth Management. I work closely with ultra-high-net-worth individuals and families, aligning multiple aspects of their wealth to pursue their goals and aspirations more effectively. Relationships are extremely important to me. I bring a deep-seated interest in other people and a joy in what I do. I believe clients perceive how much I care about them—an attitude I embody through my leadership and responsiveness. MY AREAS OF FOCUS: •​Pre-transaction planning for business owners, particularly business structuring and balance sheet optimization. •​Legacy planning for next-generation wealth transfer and philanthropy. •​Portfolio design for the proceeds of a business sale, sensitive to liquidity needs and time horizons. •​Family wealth dynamics, seeking positive outcomes for successive generations. MY BACKGROUND: I’ve worked in wealth management since 2012. Prior to joining Merrill Private Wealth Management, I spent more than a decade with J.P. Morgan Private Bank, where I was a Private Banker. I earned my B.S. in Finance from Brigham Young University. OUTSIDE THE OFFICE: My wife, Jessica, and I have four children who keep us busy and very happy. When time allows, I love to golf, hike, camp, and snowmobile. REACH ME DIRECTLY: 801.535.1417 austin.o.taylor@ml.com Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.