Dan Taylor Email & Phone Number
Who is Dan Taylor? Overview
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Dan Taylor is listed as Equity Analyst at Legg Mason, based in Cockeysville, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Dan Taylor.
Dan Taylor previously worked as Financial Advisor/Owner at Dst Financial Services and Associate at Bankboston. Dan Taylor holds Master Of Business Administration - Mba from Vanderbilt University - Owen Graduate School Of Management.
Email format at Legg Mason
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About Dan Taylor
I am passionate about three things in life: investments, golf, and family. As founder of DST Financial Services, with over 15 years of experience in helping clients create, protect, and preserve their wealth, I focus on providing advice on all personal finance issues ranging from investments and estate planning to 401(k) and 529 plans. I provide a hands-on approach and truly care about making clients’ dreams a reality.I was first inspired to become an independent advisor and help individuals secure a successful financial future when I realized that my experience in the institutional investment world provided a unique insight that many traditional advisors didn't have. DST Financial Services is a full-service firm dedicated to helping our clients protect and grow their hard-earned assets. We are independent, so our loyalty belongs exclusively to you. ..................................................................................................................................................................................................................DST Financial Services, 30 Springhill Farm Court, Cockeysville, Maryland 21030, Phone: 617-290-5965, Fax: 866-544-7492, dan@dstfinancialservices.comDan Taylor, registered representative of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. DST Financial Services and Cambridge Investment Research, Inc., are not affiliated companies. Cambridge Investment Research, Inc. does not offer tax advice. This communication is strictly intended for individuals residing in the states of DE, CA, CO, FL, IL, LA, MA, MD, NY, OH, PA, SC, TX, VA, and VT. No offers may be made or accepted from any resident outside the specific states referenced.
Dan Taylor's current company
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Dan Taylor work experience
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Financial Advisor/Owner
As founder of DST Financial Services, I offer over 15 years of experience in helping clients create, protect, and preserve their wealth. I specialize in providing advice on all personal finance issues ranging from investments and estate planning to 401(k) and 529 plans. I believe in providing a “hands on” approach to financial guidance and truly care about making clients’ dreams a reality.
Equity Analyst
Covered the Transportation industry. Launched coverage on the Railroads. Primary responsibilities included financial modeling, writing research reports and advancing relationships with institutional clients.
Associate
BankBoston/FleetBoston Financial.Worked in the Transportation and Communication Divisions. Managed $600MM portfolio as a primary officer. Conducted market, industry, and client research, analyzed business plans, wrote and presented internal credit memorandums, constructed advanced financial models, prepared client presentations, drafted transactional documentation.
Loan Portfolio Management
Assisted in management of loan portfolio in excess of $200 million collateralized by fine art. Financed high profile Sotheby’s auctions.
Colleagues at Legg Mason
Other employees you can reach at leggmason.com. View company contacts →
Karen Carey
Colleague at Legg MasonSykesville, Maryland, United States
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Frank Meisel
Colleague at Legg MasonBel Air, Maryland, United States
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Robyn Moylan
Colleague at Legg MasonBaltimore, Maryland, United States
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Padmanaban Reghunath
Colleague at Legg MasonOwings Mills, Maryland, United States
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Michael D'Angelis
Colleague at Legg MasonParamus, New Jersey, United States
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Whitney Cane
Colleague at Legg MasonUnited States
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Jill Cruikshank
Colleague at Legg MasonBridgeport, Connecticut, United States
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Bill Stetka
Colleague at Legg MasonWestminster, Colorado, United States
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Ron Evans
Colleague at Legg MasonBaltimore, Maryland, United States
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Susan Plastini
Colleague at Legg MasonBronxville, New York, United States
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Dan Taylor education
Master Of Business Administration - Mba
Bachelor Of Science - Bs, School Of Industrial And Labor Relations
Education record
Frequently asked questions about Dan Taylor
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What company does Dan Taylor work for?
Dan Taylor works for Legg Mason.
What is Dan Taylor's role at Legg Mason?
Dan Taylor is listed as Equity Analyst at Legg Mason.
Where is Dan Taylor based?
Dan Taylor is based in Cockeysville, Maryland, United States while working with Legg Mason.
What companies has Dan Taylor worked for?
Dan Taylor has worked for Legg Mason, Dst Financial Services, Bankboston, and Sotheby'S Financial Services.
Who are Dan Taylor's colleagues at Legg Mason?
Dan Taylor's colleagues at Legg Mason include Karen Carey, Frank Meisel, Robyn Moylan, Padmanaban Reghunath, and Michael D'Angelis.
How can I contact Dan Taylor?
You can use AeroLeads to view verified contact signals for Dan Taylor at Legg Mason, including work email, phone, and LinkedIn data when available.
What schools did Dan Taylor attend?
Dan Taylor holds Master Of Business Administration - Mba from Vanderbilt University - Owen Graduate School Of Management.
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