David B. Taylor, Lutcf
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David B. Taylor, Lutcf Email & Phone Number

Director of Insurance Services at Magnus Financial Group LLC at Magnus Financial Group LLC
Location: New York City Metropolitan Area, United States 13 work roles 2 schools
1 work email found @pyramidregroup.com 1 phone found area 203 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@pyramidregroup.com
Direct phone (203) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Magnus Financial Group LLC
Role
Director of Insurance Services at Magnus Financial Group LLC
Location
New York City Metropolitan Area, United States
Company size
18 employees

Who is David B. Taylor, Lutcf? Overview

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Quick answer

David B. Taylor, Lutcf is listed as Director of Insurance Services at Magnus Financial Group LLC at Magnus Financial Group LLC, a with 18 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at pyramidregroup.com, phone signal with area code 203, and a matched LinkedIn profile for David B. Taylor, Lutcf.

David B. Taylor, Lutcf previously worked as Director of Insurance Services at Magnus Financial Group Llc and Insurance Advisor at Charter Oak Insurance Agency. David B. Taylor, Lutcf holds Lutcf, Financial Services from The American College.

Company email context

Email format at Magnus Financial Group LLC

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*@pyramidregroup.com
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AeroLeads found 1 current-domain work email signal for David B. Taylor, Lutcf. Compare company email patterns before reaching out.

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Profile bio

About David B. Taylor, Lutcf

Magnus Financial Group provides personalized services to a diverse range of clients including existing and emerging high net worth individuals, families and closely held businesses. The firm utilizes offensive and defensive financial planning approaches, encompassing asset management, risk management, tax planning, retirement income distribution and estate preservation planning. Michael S. Schwartz, President & CEO, was named by the Financial Times to the Top 400 Financial Advisor List in 2017.

Listed skills include Insurance, Life Insurance, Disability Insurance, Retirement, and 24 others.

Current workplace

David B. Taylor, Lutcf's current company

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Magnus Financial Group LLC
Magnus Financial Group Llc
Director of Insurance Services at Magnus Financial Group LLC
new york, united states
Website
magnusfinancial.com
Employees
18
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Company profile
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13 roles · 28 years

David B. Taylor, Lutcf work experience

A career timeline built from the work history available for this profile.

Insurance Advisor

Current
Charter Oak Insurance Agency

Fully Independent Insurance Advisor Specializing in Property & Casualty Insurance for Commercial Business (Liability, Commercial package Umbrella, Directors & Officers, E&O) and Personal lines (Homeowners, Auto, Umbrella, Valuable Items, Flood, Boat, Second Home & Renters, Property & Casualty).• Work closely with clients to determine the most appropriate products for the clients risk at the most competitive rate.• Interact with clients regularly to provide information in response to inquiries about products and services.

Apr 2010 - Present

Life, Disability Ltc Insurance

Current
Bni
2011 - Present ~15 yrs 7 mos

Board Member

Current
Wilton Wpca
2014 - Present ~12 yrs 7 mos

Regional Brokerage Consultant

Fortify Insurance Group

Greater New York City Area / Tampa Bay Fl.

Fortify Insurance Group is a brokerage general agency specializing in Disability, Life and Group Insurance contracts. As Disability Specialists we offer unique full support to create solutions for Income Protection, Business Continuation, and Executive benefit offerings.We have experience supporting many different types of Insurance and Wealth Management professionals.We navigate the quoting, underwriting and policy service of various Risk Mitigation needs for the adviser. With our own in house underwriting and policy service staff we operate as an extension of your practice.Two differentiators is our advocacy for your client and our custom built web-based, back-office system that helps our clients effectively manage cases in underwriting and ongoing policy management.

Jul 2015 - 2018

Vice President

Lenox Advisors

Greater New York City Area

David provides financial planning services through Lenox Advisors and offers securities and asset management services through MML Investors Services. Lenox Advisors and MML Investors Services are not affiliated

Nov 2014 - May 2015

Financial Services Professional/Insurance Advisor

National Legacy Group

Wilton, Ct

Fully Independent Insurance Advisor Specializing in Living Benefits of Life Insurance, Wealth Accumulation, Financial Protection, Retirement & Estate Planning, Disability and Long Term Care.• Work closely with clients to understand their financial situation and financial goals and together determine the most appropriate options.

Nov 2011 - May 2015

Public Relations

Wilton Rotary
2013 - 2014 ~1 yr

Leasing & Acquisitions Executive

Pyramid Real Estate Group

• Advising clients with their business office, medical office and retail leases in lower Fairfield County CT. • Negotiate profitable sales and lease transactions through dedicated client service, cutting edge technology and in-depth industry knowledge.

Oct 2006 - Nov 2012

Portfolio Manager (Trade Control Analyst)

Mirant Americas

Managed trading portfolios, working with front office and upper management.

Jan 2001 - Apr 2002
Team & coworkers

Colleagues at Magnus Financial Group LLC

Other employees you can reach at magnusfinancial.com. View company contacts for 18 employees →

EC Ella Chidsey Ella Chidsey Colleague at Magnus Financial Group LlcNew York, United States View → PF Paul F. Hoerrner Jr., Cfp® Paul F. Hoerrner Jr., Cfp® Colleague at Magnus Financial Group LlcNew York, United States View → DJ Drew J. Collins, Cfa, Mba Drew J. Collins, Cfa, Mba Colleague at Magnus Financial Group LlcNew York City Metropolitan Area, United States View → BD Brett Deutsch Brett Deutsch Colleague at Magnus Financial Group LlcNew York, United States View → MB Marc Beekman Marc Beekman Colleague at Magnus Financial Group LlcNew York City Metropolitan Area, United States View → SH Sharon Hayut, Cdfa® Sharon Hayut, Cdfa® Colleague at Magnus Financial Group LlcNew York City Metropolitan Area, United States View → LS Louis Sorsaia Louis Sorsaia Colleague at Magnus Financial Group LlcNew York, United States View → DH David Harrison David Harrison Colleague at Magnus Financial Group LlcNew York, United States View → JT Jackie Torres Jackie Torres Colleague at Magnus Financial Group LlcNew York, United States View → SL Shannel Leow, Cfp® Shannel Leow, Cfp® Colleague at Magnus Financial Group LlcNew York, United States View →
2 education records

David B. Taylor, Lutcf education

FAQ

Frequently asked questions about David B. Taylor, Lutcf

Quick answers generated from the profile data available on this page.

What company does David B. Taylor, Lutcf work for?

David B. Taylor, Lutcf works for Magnus Financial Group LLC.

What is David B. Taylor, Lutcf's role at Magnus Financial Group LLC?

David B. Taylor, Lutcf is listed as Director of Insurance Services at Magnus Financial Group LLC at Magnus Financial Group LLC.

What is David B. Taylor, Lutcf's email address?

AeroLeads has found 1 work email signal at @pyramidregroup.com for David B. Taylor, Lutcf at Magnus Financial Group LLC.

What is David B. Taylor, Lutcf's phone number?

AeroLeads has found 1 phone signal(s) with area code 203 for David B. Taylor, Lutcf at Magnus Financial Group LLC.

Where is David B. Taylor, Lutcf based?

David B. Taylor, Lutcf is based in New York City Metropolitan Area, United States while working with Magnus Financial Group LLC.

What companies has David B. Taylor, Lutcf worked for?

David B. Taylor, Lutcf has worked for Magnus Financial Group Llc, Charter Oak Insurance Agency, Bni, Wilton Wpca, and Fortify Insurance Group.

Who are David B. Taylor, Lutcf's colleagues at Magnus Financial Group LLC?

David B. Taylor, Lutcf's colleagues at Magnus Financial Group LLC include Ella Chidsey, Paul F. Hoerrner Jr., Cfp®, Drew J. Collins, Cfa, Mba, Brett Deutsch, and Marc Beekman.

How can I contact David B. Taylor, Lutcf?

You can use AeroLeads to view verified contact signals for David B. Taylor, Lutcf at Magnus Financial Group LLC, including work email, phone, and LinkedIn data when available.

What schools did David B. Taylor, Lutcf attend?

David B. Taylor, Lutcf holds Lutcf, Financial Services from The American College.

What skills is David B. Taylor, Lutcf known for?

David B. Taylor, Lutcf is listed with skills including Insurance, Life Insurance, Disability Insurance, Retirement, Small Business, Property And Casualty Insurance, Financial Services, and Strategic Financial Planning.

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