Taylor Lee, CFP®

“I love being a resource for clients and building relationships with them. For a lot of people, the world of finance, investing, taxes, estate planning, and retirement planning can be confusing, so there is a big opportunity in this industry to be a resource and an educator. There are also a lot of different types of advisors and firms, many of which do not put clients’ needs first or focus on comprehensive planning. Considering this lack of financial education, quality firms, and advisors, there’s a huge opportunity to help people. This is what gets me out of bed in the morning—it’s my ‘why’.”

A CERTIFIED FINANCIAL PLANNER™ with 12 years of industry experience an alumnus of Clemson University, Taylor has been fascinated with finance since reading about compounding interest at the age of 10. Taylor enjoys spending time with his family, lifting weights, reading, playing golf, and traveling.