Adam
Taylor
Taylor Financial

Adam, originally from Tallahassee, graduated with a bachelor's degree in hospitality from Florida State University. He began his career in the restaurant industry, where he quickly rose through the ranks. His passion for wine led him to become a sommelier, and he eventually became the youngest managing partner at The Capital Grille in Tampa. However, Adam sought a new challenge and decided to transition into financial planning in 2011.

In 2018, Adam founded his own firm, Taylor Financial. His commitment to professional excellence is evident in his numerous industry designations, which he humorously notes give him more letters "behind" his name than "in" his name. He holds numerous licenses and designations, including Series 7, 6, 63, 26, and various ChFC®, CLU®, RICP®, CASL®, CLTC® credentials

Taylor Financial has thrived under Adam's leadership, receiving the Seminole 100 award for 6 consecutive years. This award honors the fastest-growing businesses in the nation owned by Florida State University alumni. The firm has also been featured in prestigious publications such as Forbes, USA Today, Nasdaq News, LA Weekly, and NY Weekly, and Adam is a frequent guest on local CBS and ABC networks.

In 2024, Adam's achievements were further recognized when Forbes named him one of the top 100 advisors in Florida. Despite his professional success, Adam remains grounded and values his family life. He has been married to his wife, Andi, for 15 years, and they started dating while both were students at Florida State. The couple has a daughter, twin boys, and a black lab, all of whom have names starting with the letter "A."

Adam's journey from the restaurant industry to financial planning showcases his adaptability and dedication to his passions. His work at Taylor Financial reflects a commitment to helping others achieve their financial goals, and his personal life is marked by strong family values and a sense of humor.

Reach out to Adam if you are looking for a financial professional who can build a comprehensive plan around insurance, investments, tax strategies, estate planning, and overall financial planning. He will coordinate with your team of advisors and values the personal service that he gives to each of his clients.



Join Us for the Next
Board of Advisors Event!
INTERVIEW FORM
A member of our Concierge Team will promptly assist you with the next steps
THINK YOU
ARE A GOOD
INTERVIEW WITH ME FOR A SEAT AT THE BOARD
We will invest 20 to 30 minutes together by phone.
RSVP REQUIRED
 
Q1 - Feb 2025