Vice President, Wealth Advisor
Current
Aug 2024 - Present
AeroLeads people directory · profile
Taylor Hardy, Cfp® Email & Phone Number
Vice President, Wealth Advisor
at
Capital Advisors
1 work email found
@fidelity.com
3 phones found area 314
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Wealth Advisor
Location
San Antonio, Texas, United States
Company size
Who is Taylor Hardy, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Taylor Hardy, Cfp® is listed as Vice President, Wealth Advisor at Capital Advisors, a company with 30 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 314, and a matched LinkedIn profile for Taylor Hardy, Cfp®.
Taylor Hardy, Cfp® previously worked as Financial Consultant at Fidelity Investments at Fidelity Investments and Investment Consultant at Fidelity Investments. Taylor Hardy, Cfp® holds Logistics & Supply Chain Management, Logistics, Materials, And Supply Chain Management from University Of North Texas.
Company email context
Email format at Capital Advisors
This section adds company-level context without repeating Taylor Hardy, Cfp®'s masked contact details.
*@fidelity.com
68% confidence
AeroLeads found 1 current-domain work email signal for Taylor Hardy, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Taylor Hardy, Cfp®
Taylor Hardy, Cfp® is a Vice President, Wealth Advisor at Capital Advisors. They possess expertise in leadership, estate planning, series 63, process scheduler, series 9/10 and 44 more skills. They is proficient in English.
Listed skills include Leadership, Estate Planning, Series 63, Process Scheduler, and 45 others.
Current workplace
Taylor Hardy, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Capital Advisors
10 roles
Taylor Hardy, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Consultant At Fidelity Investments
Feb 2022 - Aug 2024
Investment Consultant
Nov 2020 - Feb 2022
Wealth Management Advisor
Nov 2018 - Nov 2020
Branch Manager
Primary focus of this role is to advise existing and prospective clients in the selection of products and services best suited to meet their financial goals as well as the direct supervision and professional development for a small team of Financial Consultants. Expected to have a strong results oriented work ethic to develop relationships with existing.
Feb 2018 - Nov 2018
Branch Manager
The main purpose of this position is to promote Scottrade's mission of helping clients overcome barriers to financial success. Branch Managers execute on this mission by leading their sales team in needs-based interactions, supervising proactive sales activities, and developing a highly motivated team that puts the client's needs first while growing the.
Aug 2016 - Feb 2018
Investment Consultant
Our Investment Consultants are the force driving Scottrade’s financial services network. Consultants partner with clients guiding them on the journey to financial success and embody Scottrade’s culture of service, respect, and integrity.Make proactive business development calls to clients, and prospects, for asset gathering purposes.Use business.
Aug 2014 - Aug 2016
Investor Services Representative
As an Investment Consultant at TD Ameritrade, you will assess, assist and provide guidance to clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of the TD Ameritrade platform, resulting.
Oct 2011 - Jun 2012
Project Manager
Feb 2009 - Jan 2012
Supply Chain Intern
Logistics and Supply Chain intern. Goal of the internship was to get first hand working knowledge of all functional areas of YRC (formerly Roadway Express) with an emphasis on transportation planning.
Sep 2008 - Jan 2009
Team & coworkers
Colleagues at Capital Advisors
Other employees you can reach at capitaladv.com. View company contacts for 30 employees →
DL
Danny La, Cfp®
Colleague at Capital AdvisorsAustin, Texas Metropolitan Area, United States
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BP
Brigette Parnell
Colleague at Capital AdvisorsDallas-Fort Worth Metroplex, United States
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EA
Elena Aguirre
Colleague at Capital AdvisorsTulsa, Oklahoma, United States, United States
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MM
Mckenzie Mills, Cipm, Cfp®
Colleague at Capital AdvisorsTulsa Metropolitan Area, United States
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BP
Brandon Priest
Colleague at Capital AdvisorsBroken Arrow, Oklahoma, United States, United States
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SH
Sean Hennessee
Colleague at Capital AdvisorsTulsa Metropolitan Area, United States
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KF
Kelcy Flores, Cfp®, Cpwa®
Colleague at Capital AdvisorsTulsa, Oklahoma, United States, United States
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JP
Jessica Pugh
Colleague at Capital AdvisorsOwasso, Oklahoma, United States, United States
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EM
Eric M. Cannon
Colleague at Capital AdvisorsFrisco, Texas, United States, United States
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JP
Jordan Peterson, Cff
Colleague at Capital AdvisorsHenderson, Nevada, United States, United States
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Danny La, Cfp®
Colleague at Capital AdvisorsAustin, Texas Metropolitan Area, United States
View →
BP
Brigette Parnell
Colleague at Capital AdvisorsDallas-Fort Worth Metroplex, United States
View →
EA
Elena Aguirre
Colleague at Capital AdvisorsTulsa, Oklahoma, United States, United States
View →
MM
Mckenzie Mills, Cipm, Cfp®
Colleague at Capital AdvisorsTulsa Metropolitan Area, United States
View →
BP
Brandon Priest
Colleague at Capital AdvisorsBroken Arrow, Oklahoma, United States, United States
View →
SH
Sean Hennessee
Colleague at Capital AdvisorsTulsa Metropolitan Area, United States
View →
KF
Kelcy Flores, Cfp®, Cpwa®
Colleague at Capital AdvisorsTulsa, Oklahoma, United States, United States
View →
JP
Jessica Pugh
Colleague at Capital AdvisorsOwasso, Oklahoma, United States, United States
View →
EM
Eric M. Cannon
Colleague at Capital AdvisorsFrisco, Texas, United States, United States
View →
JP
Jordan Peterson, Cff
Colleague at Capital AdvisorsHenderson, Nevada, United States, United States
View →
1 education record
Taylor Hardy, Cfp® education
FAQ
Frequently asked questions about Taylor Hardy, Cfp®
Quick answers generated from the profile data available on this page.
What company does Taylor Hardy, Cfp® work for?
Taylor Hardy, Cfp® works for Capital Advisors.
What is Taylor Hardy, Cfp®'s role at Capital Advisors?
Taylor Hardy, Cfp® is listed as Vice President, Wealth Advisor at Capital Advisors.
What is Taylor Hardy, Cfp®'s email address?
AeroLeads has found 1 work email signal at @fidelity.com for Taylor Hardy, Cfp® at Capital Advisors.
What is Taylor Hardy, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 314 for Taylor Hardy, Cfp® at Capital Advisors.
Where is Taylor Hardy, Cfp® based?
Taylor Hardy, Cfp® is based in San Antonio, Texas, United States while working with Capital Advisors.
What companies has Taylor Hardy, Cfp® worked for?
Taylor Hardy, Cfp® has worked for Capital Advisors, Fidelity Investments, Tiaa, Td Ameritrade, and Scottrade.
Who are Taylor Hardy, Cfp®'s colleagues at Capital Advisors?
Taylor Hardy, Cfp®'s colleagues at Capital Advisors include Danny La, Cfp®, Brigette Parnell, Elena Aguirre, Mckenzie Mills, Cipm, Cfp®, and Brandon Priest.
How can I contact Taylor Hardy, Cfp®?
You can use AeroLeads to view verified contact signals for Taylor Hardy, Cfp® at Capital Advisors, including work email, phone, and LinkedIn data when available.
What schools did Taylor Hardy, Cfp® attend?
Taylor Hardy, Cfp® holds Logistics & Supply Chain Management, Logistics, Materials, And Supply Chain Management from University Of North Texas.
What skills is Taylor Hardy, Cfp® known for?
Taylor Hardy, Cfp® is listed with skills including Leadership, Estate Planning, Series 63, Process Scheduler, Series 9/10, Sales Process, Access, and Sap.
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