Cary Stamp & Company welcomes new team member Rob Taylor as a Financial Advisor. Mr. Taylor brings over 10 years of experience working with companies and individuals as an advisor on wealth management and employee benefits issues. His primary responsibilities will be creating comprehensive financial plans, assisting families and businesses with succession planning challenges and educating the heirs of his clients. His knowledge and expertise is a well-rounded addition to services already provided by the company.
Mr. Taylor is a graduate of the University of Florida with degrees in accounting and finance and has been a Palm Beach County resident for over 28 years. Cary Stamp & Company CEO, Cary Stamp, expressed: “We are excited to add Rob to our growing team. His roots in the community, dedication to his clients and desire to continually increase his knowledge make him a great fit with our company culture.” This dedication to his clients, is evident in his abilities to look at the big picture, understanding his client’s current needs for where they are, as well as, future events for long-term planning.
When he is not studying the market trends and developing strategies for clients, you can find` Mr. Taylor enjoying time with his wife, Andrea and their two children, Samantha and Benjamin. He also enjoys taking advantage of the Palm Beach County beaches and golf courses.