Managing Partner, Cadent Capital, LLC
Branch Manager, RJFS

Credentials & Specializations:

• CFP® – CERTIFIED FINANCIAL PLANNER®
• CLU® – Chartered Life Underwriter
• AIF® – Accredited Investment Fiduciary
• CEPA – Certified Exit Planning Advisor (focused work on value acceleration process, pre-liquidity planning, de-risking businesses, helping determine what’s next after transition)
• Series Licenses: 7, 66, 9, 10 licenses
• EA* – Enrolled Agent
• Estate, Tax & Retirements specializations

Disclosures: *Taylor’s activities as an enrolled agent are independent of Raymond James. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Raymond James is not affiliated with the above organizations and/or charitable causes.