Tiffany Taylor Email & Phone Number

I am a Strategic Retirement Consultant at Empower, a leading provider of retirement and investment solutions. With over 18 years of experience in the financial industry, I hold the Series 7, 63, and 66 licenses, and I have a strong background in retirement and investment management. As part of a team of professionals, I provide advisory services to clients across the country, helping them plan for their retirement, optimize their portfolio, and align their wealth with their values. I work with clients to understand their goals, risk tolerance, and preferences, and I develop and implement customized investment strategies that suit their needs. I also manage client relationships, conduct regular reviews, and provide financial education and guidance. Some of the skills that I use and enhance in this role include asset allocation, portfolio analysis, risk management, client communication, and financial planning. Before joining Empower in April 2023, I was a Wealth Management Advisor at Trinity Portfolio Advisors, LLC, for more than 14 years. There, I shared the same mission of helping clients achieve their financial goals and fulfill their purpose, by managing all aspects of their finances and ensuring their wealth alignment. I served high-net-worth individuals, families, and organizations, and I delivered high-quality service and performance. I am passionate about helping clients make informed and confident financial decisions that support their life vision and purpose. I believe that wealth management is more than just numbers and charts; it is about creating a positive impact and a lasting legacy. I am always eager to learn new skills, expand my knowledge, and grow as a professional and as a person.