|Areas of Focus:||Education|
|Financial Services||Florida State University, B.A.|
|Investment Advisory Services||License/Certification|
|Individual and Group Insurance||Series 65: Investment Advisor|
|Review and Planning|
|Business Exit Planning||Series 63: Uniform Securities Agent|
Rob Taylor has been a Palm Beach County resident for more than 28 years. A graduate of Jupiter High School, Rob attended the University of Florida and graduated with degrees in accounting and finance, then returning to serve the community he grew up in.
Rob applies 15 years of sophisticated knowledge in wealth management and the employee benefits business working with business owners and enterprising families, including specializations of veterinarians, construction executives, and businesses of all stripes that need estate and succession planning. This includes conceiving strategies for owners/executives who want to supplement their standard 401k and defined contribution plans while creating estate liquidity for future generations of their families. He also works with many individuals and couples transitioning into retirement with 401k assets that should be rolled into retirement accounts and prudently managed.
Rob resides in Jupiter, FL with his wife, Andrea, his daughter, Samantha, and his son, Benjamin taking advantage of South Florida living. When he is not keeping up on market trends and guiding clients, you can find him with friends and family on our beautiful beaches and golf courses.