Professional Summary
Professional Overview
Taylor Rigler is a seasoned Financial Advisor with over a decade of experience in the wealth management industry. Adept at providing comprehensive financial planning and investment advisory services to high-net-worth individuals and families, Taylor leverages their deep understanding of the financial markets to help clients achieve their long-term financial goals.
Experience Summary
Current Role
As a Financial Advisor at Q3 Advisors in Boca Raton, Florida, Taylor is responsible for developing and implementing customized financial strategies that align with each client's unique needs and risk tolerance. They work closely with clients to understand their financial objectives, analyze their current portfolio, and make recommendations to optimize their investments and achieve their desired outcomes.
Career Progression
Prior to joining Q3 Advisors, Taylor held various wealth management roles, including Wealth Advisor at Core Wealth Management, Wealth Management Advisor at TIAA, and Financial Planner at Creative Planning Inc. and Exencial Wealth Advisors. Their extensive experience in the industry has allowed them to develop a well-rounded skill set, including expertise in portfolio management, retirement planning, tax optimization, and estate planning.
Academic Background
Taylor holds a Bachelor of Science in Finance from the University of Florida, where they graduated with honors. They have also earned the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations, demonstrating their commitment to professional development and the highest standards of financial advisory services.
Areas of Expertise
- Comprehensive financial planning and investment management
- Retirement planning and wealth preservation strategies
- Tax-efficient portfolio construction and optimization
- Estate and legacy planning
- Client relationship management and communication
Professional Impact
Throughout their career, Taylor has been recognized for their ability to deliver exceptional client service and achieve consistent investment performance. They have been actively involved in various industry associations and have contributed to thought leadership initiatives, further solidifying their reputation as a trusted financial advisor.
Conclusion
With a proven track record of success and a deep commitment to their clients' financial well-being, Taylor Rigler is poised to continue making a significant impact in the wealth management industry. Their analytical acumen, technical expertise, and personalized approach to financial planning position them as a valuable asset to the clients they serve.
