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.
Dst Financial Services
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Financial Advisor/OwnerDst Financial Services 2006 - PresentCockeysville, MdAs 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.
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Equity AnalystLegg Mason 2003 - 2005Baltimore, Maryland AreaCovered the Transportation industry. Launched coverage on the Railroads. Primary responsibilities included financial modeling, writing research reports and advancing relationships with institutional clients. -
AssociateBankboston 1999 - 2002Greater Boston AreaBankBoston/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.
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Loan Portfolio ManagementSotheby'S Financial Services 1995 - 1997Greater New York City AreaAssisted in management of loan portfolio in excess of $200 million collateralized by fine art. Financed high profile Sotheby’s auctions.
Dan Taylor Education Details
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Master Of Business Administration - Mba -
School Of Industrial And Labor Relations
Frequently Asked Questions about Dan Taylor
What company does Dan Taylor work for?
Dan Taylor works for Dst Financial Services
What is Dan Taylor's role at the current company?
Dan Taylor's current role is Wealth manager helping high net worth families and successful entrepreneurs with their complex financial lives..
What schools did Dan Taylor attend?
Dan Taylor attended Vanderbilt University - Owen Graduate School Of Management, Cornell University, Poly Prep Country Day School.
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