Broker Check
 
Robert W. Taylor, CFP®

Robert W. Taylor, CFP®

Managing Partner

Mr. Taylor is a CERTIFIED FINANCIAL PLANNER™ professional and has been an Investment Professional for over 28 years. He spent the bulk of his career at Fidelity Investments in a variety of client facing and leadership positions. After a distinguished career as a Financial Advisor Mr. Taylor pursued his passion to hire, train, coach, and motivate successful advisors in his position as a Senior Branch Manager. In this role he was responsible for individual branch locations and territories comprised of 50+ employees and over $12 billion in assets.

In June of 2018 Mr. Taylor founded WealthPlan Partners New York City. This office gave the WealthPlan family a key foothold in the Financial Capital of the World. In June of 2020 he added a second location in Morristown, NJ. Mr. Taylor manages the Wealth Planners in the New York City & Morristown offices and provides Financial Planning and Wealth Management services for Individuals, Families, and Organizations.

In his spare time Robert and his wife Greta enjoy spending time with their two daughters, Natalie (17) and Sophia (13). Mr. Taylor is very involved with The Ramapo College of New Jersey and serves as a member of the Board of Governors for the College Foundation and is Co-Chair of the Golf Committee.

Certificates/Registrations/Designations/Licenses

FINRA series 7, 9, 10, 63, 66, State of NJ Life & Health Insurance license *

Certified Financial Planner ® **

* Securities registrations held with Securities America, Inc.

** Financial Planning offered through WealthPlan Partners, a registered Investment Advisor and separate entity from Securities America, Inc., Member FINRA/SIPC