Dan Taylor

Dan Taylor Email and Phone Number

Wealth manager helping high net worth families and successful entrepreneurs with their complex financial lives. @
Dan Taylor's Location
Cockeysville, Maryland, United States, United States
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 Details
DST Financial Services

Dst Financial Services

Wealth manager helping high net worth families and successful entrepreneurs with their complex financial lives.
Dan Taylor Work Experience Details
  • Dst Financial Services
    Financial Advisor/Owner
    Dst Financial Services 2006 - Present
    Cockeysville, Md
    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.
  • Legg Mason
    Equity Analyst
    Legg Mason 2003 - 2005
    Baltimore, Maryland Area
    Covered the Transportation industry. Launched coverage on the Railroads. Primary responsibilities included financial modeling, writing research reports and advancing relationships with institutional clients.
  • Bankboston
    Associate
    Bankboston 1999 - 2002
    Greater Boston Area
    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.
  • Sotheby'S Financial Services
    Loan Portfolio Management
    Sotheby'S Financial Services 1995 - 1997
    Greater New York City Area
    Assisted in management of loan portfolio in excess of $200 million collateralized by fine art. Financed high profile Sotheby’s auctions.

Dan Taylor Education Details

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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