Virtual Advisement, In Person Advisement, Both
Business Succession Planning, Charitable & Planned Giving, Comprehensive Financial Planning, Elder Issues, Long Term Care, Insurance (Life, Disability, LTC, P&C), Investment Management, Retirement Income Planning, Impact Investing
As a wealth strategist, I give pre-retirees and retirees in our community financial confidence and help busy entrepreneurs make informed decisions about their money, so they can spend more time focusing on growing their businesses.I was a speaker/panelist on CNBC’s Women and Wealth segment, a repeated speaker on Association of African American Financial Advisors. I am also a published author of “Beyond the Spotlight: Echoes of Ava’s Journey”Visit my website @ www.edwardjones.com/marie-taylor