Taylor Acevedo
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Taylor Acevedo Email & Phone Number

Senior Wealth Management Analyst at Soltis Investment Advisors
Location: United States, United States, United States 7 work roles 2 schools
1 work email found @townsquarecapital.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@townsquarecapital.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Senior Wealth Management Analyst
Location
United States, United States, United States
Company size

Who is Taylor Acevedo? Overview

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Quick answer

Taylor Acevedo is listed as Senior Wealth Management Analyst at Soltis Investment Advisors, a company with 110 employees, based in United States, United States, United States. AeroLeads shows a work email signal at townsquarecapital.com and a matched LinkedIn profile for Taylor Acevedo.

Taylor Acevedo previously worked as Senior Fixed Income Analyst at Townsquare Capital and Fixed Income Analyst at Townsquare Capital. Taylor Acevedo holds Master'S Degree, Financial Economics from Utah State University - Jon M. Huntsman School Of Business.

Company email context

Email format at Soltis Investment Advisors

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{first}@townsquarecapital.com
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AeroLeads found 1 current-domain work email signal for Taylor Acevedo. Compare company email patterns before reaching out.

Profile bio

About Taylor Acevedo

Taylor Acevedo is a Senior Wealth Management Analyst at Soltis Investment Advisors. They possess expertise in customer service, teamwork, financial analysis, public speaking, personal financial planning and 10 more skills.

Listed skills include Customer Service, Teamwork, Financial Analysis, Public Speaking, and 11 others.

Current workplace

Taylor Acevedo's current company

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Soltis Investment Advisors
Soltis Investment Advisors
Senior Wealth Management Analyst
United States
Employees
110
AeroLeads page
7 roles

Taylor Acevedo work experience

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

Senior Fixed Income Analyst

Current
Townsquare Capital
Apr 2023 - Present

Fixed Income Analyst

Townsquare Capital
May 2021 - Apr 2023

Portfolio Manager | Fixed Income Analyst | Equity Analyst

Old Main Asset Management | Student-Managed Portfolio

Logan, Utah, United States

- Oversee corporate bond portion of a $150,000 fixed income portfolio- Research securities of target industries and companies to provide investment recommendations for $50,000 portfolio- Collect and interpret company data using Bloomberg Terminal and Excel to facilitate investment recommendations- Meet weekly with 9 team members discussing the state of.

Jan 2020 - May 2021

Project Assistant

Logan, Utah

- Participate on a 4-person team to manage $50,000+ commercial remodels- Scheduled technicians and contractors to complete over 25 minor construction projects per year

Jul 2017 - Sep 2020

Cofounder/Owner

Kalina Nichole Photography

Logan, Utah, United States

- Designed Excel spreadsheets for automated bookkeeping and client management- Led a monthly planning meeting, reviewing marketing strategies and modeling future financials- Edited 80+ photos a month using Adobe Photoshop and Lightroom

Jul 2018 - Aug 2020

Student Mentor

Greater Salt Lake City Area

- Counseled students one-on-one in effective communication and reaching career goals- Revised and prepared 30+ professional documents--resumes, cover letters, reference sheets

Aug 2019 - Dec 2019
Team & coworkers

Colleagues at Soltis Investment Advisors

Other employees you can reach at soltisadvisors.com. View company contacts for 110 employees →

2 education records

Taylor Acevedo education

FAQ

Frequently asked questions about Taylor Acevedo

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

What company does Taylor Acevedo work for?

Taylor Acevedo works for Soltis Investment Advisors.

What is Taylor Acevedo's role at Soltis Investment Advisors?

Taylor Acevedo is listed as Senior Wealth Management Analyst at Soltis Investment Advisors.

What is Taylor Acevedo's email address?

AeroLeads has found 1 work email signal at @townsquarecapital.com for Taylor Acevedo at Soltis Investment Advisors.

Where is Taylor Acevedo based?

Taylor Acevedo is based in United States, United States, United States while working with Soltis Investment Advisors.

What companies has Taylor Acevedo worked for?

Taylor Acevedo has worked for Soltis Investment Advisors, Townsquare Capital, Old Main Asset Management | Student-Managed Portfolio, Utah State University, and Kalina Nichole Photography.

Who are Taylor Acevedo's colleagues at Soltis Investment Advisors?

Taylor Acevedo's colleagues at Soltis Investment Advisors include Ruby Sierra, Aj Wilcox, Jody Kimball, Justin Egbert, and Tara Calico Wright.

How can I contact Taylor Acevedo?

You can use AeroLeads to view verified contact signals for Taylor Acevedo at Soltis Investment Advisors, including work email, phone, and LinkedIn data when available.

What schools did Taylor Acevedo attend?

Taylor Acevedo holds Master'S Degree, Financial Economics from Utah State University - Jon M. Huntsman School Of Business.

What skills is Taylor Acevedo known for?

Taylor Acevedo is listed with skills including Customer Service, Teamwork, Financial Analysis, Public Speaking, Personal Financial Planning, Bloomberg Terminal, Microsoft Excel, and Microsoft Word.

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