Taylor is a Senior Client Associate at Venturi. She joined the Venturi team in 2015. She guides clients through the onboarding process, working to ensure that clients experience a seamless transition. She serves as a dedicated point of contact for service issues and keeps clients informed about their account transactions and status. Taylor finds joy in getting to know each client personally and efficiently meeting their needs.
In her previous role as a consultant in the Transitions Management department of Raymond James, Taylor worked with Venturi team members. Prior to working at the Raymond James home office in St. Petersburg, Florida, Taylor honed her client service skills at an investment firm in Starkville, Mississippi.
Taylor holds a Bachelor of Business Administration degree with a concentration in economics from Mississippi State University. She is also a Financial Paraplanner Qualified Professional™. Taylor enjoys indoor cycling, yoga, and exploring all that Austin has to offer.