Stephen Taylor, Jd, Cfp®

Stephen Taylor, Jd, Cfp® Email and Phone Number

Founder, Lead Advisor @ Merited Wealth
Stephen Taylor, Jd, Cfp®'s Location
Miami, Florida, United States, United States
About Stephen Taylor, Jd, Cfp®

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.

Stephen Taylor, Jd, Cfp®'s Current Company Details
Merited Wealth

Merited Wealth

View
Founder, Lead Advisor
Stephen Taylor, Jd, Cfp® Work Experience Details
  • Merited Wealth
    Founder, Senior Advisor
    Merited Wealth May 2019 - Present
    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 that their family wealth is growing right alongside.
    View
  • Merited Legal
    Attorney At Law
    Merited Legal Apr 2001 - Present
    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.
  • Stephen A. Taylor Wealth Management
    Director Of Wealth Management
    Stephen A. Taylor Wealth Management Apr 2014 - Apr 2019
    Independent Wealth Management practice focusing on Financial Planning and Investment Management. Independence. Integrity. Experience
  • Bibbitec, Llc
    Cfo
    Bibbitec, Llc Feb 2013 - Jan 2016
    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
  • University Of Miami
    Instructor For Financial Planning Course
    University Of Miami 2005 - 2007
    Coral Gables, Fl, Us
    Taught the Estate Planning module for the financial planning curriculum for individuals to be able to become Certified Financial Planners.
    View
  • Massmutual Financial Group
    Financial Advisor
    Massmutual Financial Group 2001 - 2003
    Springfield, Massachusetts, Us
    Assisted young families to begin planning for their and their children's futures.
    View
  • Packman, Neuwahl & Rosenberg
    Associate Attorney
    Packman, Neuwahl & Rosenberg Jan 2001 - Dec 2001
    Worked in International tax group of boutique tax and estate planning law firm.
  • Deloitte & Touch
    Tax Advisor
    Deloitte & Touch 2000 - 2001
    Prepared 5500 Tax Returns for Company retirement plans

Stephen Taylor, Jd, Cfp® Education Details

  • University Of Florida - Fredric G. Levin College Of Law
    University Of Florida - Fredric G. Levin College Of Law
    Law
  • Oglethorpe University
    Oglethorpe University
    Accounting
  • Christopher Columbus High School
    Christopher Columbus High School
    General Studies

Frequently Asked Questions about Stephen Taylor, Jd, Cfp®

What company does Stephen Taylor, Jd, Cfp® work for?

Stephen Taylor, Jd, Cfp® works for Merited Wealth

What is Stephen Taylor, Jd, Cfp®'s role at the current company?

Stephen Taylor, Jd, Cfp®'s current role is Founder, Lead Advisor.

What schools did Stephen Taylor, Jd, Cfp® attend?

Stephen Taylor, Jd, Cfp® attended University Of Florida - Fredric G. Levin College Of Law, Oglethorpe University, Christopher Columbus High School.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.