18 Years of Trusted Wealth Management Leadership
I’m Shaun Taylor, a seasoned financial advisor with over 18 years of experience guiding individuals, families, and business owners toward stronger financial futures. My career has taken shape through roles at some of the industry’s most respected firms—New York Life, Fidelity, and Merrill Lynch—where I honed my skills in investment strategy, financial planning, and client-focused advice.
Today, I’m proud to lead my own independent Registered Investment Advisory firm as Founder and CEO. My mission is to deliver thoughtful, holistic guidance tailored to life’s real-world goals. I bring not only technical insight but also wisdom, empathy, and perspective to every client conversation—helping people make confident financial decisions that align with their values and aspirations.
Live the Life You Love. Chase What Inspires You
In the People Business — By Design
At the heart of my work is a core belief: service begins with genuine connection. I’ve built Taylor Williams Private Wealth Management on the principles of partnership and collaboration, meeting people where they are and joining them on their financial journey. Every strategy I develop is rooted in understanding — empowering clients to achieve clarity and build legacies shaped by informed choices and purposeful action.
My Background in Service and Communication
I’m proud to have served in the U.S. Army Reserve as a 91 Delta Operating Room Technician — an experience that instilled in me discipline, precision, and a deep respect for being of service. Before transitioning fully into financial services, I was a radio personality on HOT 105 FM’s The Quiet Storm in Miami (1995–1996), where I learned the power of connection through conversation — a skill I now use every day with clients.
Life Outside the Office
I’ve been happily married for 28 years and am the proud father of one daughter. Our family also includes Max, our beloved dog — and if you ever find me smiling ear to ear, chances are I’m on the golf course, my personal happy place.
Why I Do What I Do
For me, this journey is about far more than financial success — it’s about helping as many people as possible create the life they want to live by making sure their money is working for them. I’m here to support your vision with integrity, clarity, and hard-earned experience.