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Stephen Taylor, Jd, Cfp® is listed as Founder, Lead Advisor at Merited Wealth, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Stephen Taylor, Jd, Cfp®.
Stephen Taylor, Jd, Cfp® previously worked as Founder, Senior Advisor at Merited Wealth and Attorney at Law at Merited Legal. Stephen Taylor, Jd, Cfp® holds Jd, Law from University Of Florida - Fredric G. Levin College Of Law.
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I am the owner of a SEC Registered Investment Advisory firm providing financial planning and investment management services. I am Certified Financial Planner and Attorney in Miami Florida. Through my Wealth Management Practice and my Limited Scope Legal Practice, I am able to bring a unique and unparalelled amount of value to my clients. My target clients are Self Employed Professionals and Small Business owners who started their businesses from the ground up.
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North Bay Village, Florida, US
Our MissionWhether your business is skyrocketing or you’ve been promoted to the C-Suite, experiencing growth is exciting but also comes with challenges. As you grow, you need to ensure your wealth strategies are growing with you. That’s where we come in. We help the entrepreneur and executive stay focused on their business with the confidence and security.
Over the span of 16 years my law practice has covered areas such as Corporate Law, Real Estate Law, Wills, Trusts and Estates, Elder Law and Special Needs Planning. I was formerly Florida Bar Board Certified in Elder Law. I currently limit my practice to Estate Planning and Wealth Counsel.
Independent Wealth Management practice focusing on Financial Planning and Investment Management. Independence. Integrity. Experience
bibbitec is the manufacturer of the "Ultimate Bib." Our bibs are made in the U.S.A. and are the only bibs that actually work! Check us out at www.bibbitec.com
Coral Gables, FL, US
Taught the Estate Planning module for the financial planning curriculum for individuals to be able to become Certified Financial Planners.
Springfield, Massachusetts, US
Assisted young families to begin planning for their and their children's futures.
Worked in International tax group of boutique tax and estate planning law firm.
Prepared 5500 Tax Returns for Company retirement plans
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Stephen Taylor, Jd, Cfp® works for Merited Wealth.
Stephen Taylor, Jd, Cfp® is listed as Founder, Lead Advisor at Merited Wealth.
Stephen Taylor, Jd, Cfp® is based in Miami, Florida, United States while working with Merited Wealth.
Stephen Taylor, Jd, Cfp® has worked for Merited Wealth, Merited Legal, Stephen A. Taylor Wealth Management, Bibbitec, Llc, and University Of Miami.
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Stephen Taylor, Jd, Cfp® holds Jd, Law from University Of Florida - Fredric G. Levin College Of Law.
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