Montgomery Taylor Family of Companies is excited to welcome Matthew (Matt) Taylor as our Senior Wealth Advisor. He joined our team at the end of January and is a wonderful addition to our firm. We believe in providing the best service to all our clients, and Matt illustrates that belief from every angle. His extensive financial experience and expertise has endeared him to the clients he has already met, and he has quickly become part of our financial family.
Matt Taylor graduated from Sonoma State University with a Bachelor’s degree in Business Administration/Finance. Since then, for the past 18 years, he has been helping individuals, families, and businesses work toward their financial goals. His experience provides a new perspective for our firm. He has worked for several banks in different capacities, from Commercial banking to being a Financial Advisor. He has also managed trades for Trust and Estate clients. He has helped his clients in areas such as money management, loan acquisition, financial planning, portfolio and trade-management, and life insurance. He is a licensed California Life Insurance Agent and has his FINRA Series 7, 63, & 65 licenses. He has also nearly completed his CFP certification.
Matt has a rich family history with deep roots anchored in Sonoma County. He was born and raised in Sonoma County, as were his parents before him. He has two beautiful daughters, Kaylee and Hannah, who are currently 13 and 11 years old. For over 20 years, Matt has been an avid free diver and scuba diver. Also, in his free time, he loves hiking and camping.
The next time you come into the office, make sure you request the opportunity to meet the newest member of our staff. His kindness and professionalism have already been a great addition to our financial family and we can’t wait for you to meet him.