Rob Taylor, CFP®, CLU®
Rob Taylor has been a Palm Beach County resident for more than 28 years. A graduate of Jupiter High School, Rob attended the University of Florida and graduated with degrees in accounting and finance, then returning to serve the community he grew up in.
Rob applies 15 years of sophisticated knowledge in wealth management and the employee benefits business working with business owners and enterprising families, including specializations of veterinarians, construction executives, and businesses of all stripes that need estate and succession planning. This includes conceiving strategies for owners/executives who want to supplement their standard 401k and defined contribution plans while creating estate liquidity for future generations of their families. He also works with many individuals and couples transitioning into retirement with 401k assets that should be rolled into retirement accounts and prudently managed.
Like all advisors at Cary Stamp & Co., he closely collaborates with clients’ attorneys and accountants to maximize the effectiveness and efficiency of a comprehensive financial planning model.
Rob resides in Jupiter, FL with his wife, Andrea, his daughter, Samantha, and his son, Benjamin taking advantage of South Florida living. When he is not keeping up on market trends and guiding clients, you can find him with friends and family on our beautiful beaches and golf courses.
“I collaborate with every client to form a long-term, trusted advisory relationship that helps them achieve the freedom to pursue their passions and dreams.”
An introduction to Estate Planning basics to serve as your roadmap. Do you have a will or estate plan? Most individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we believe…Read More
If you’re a state or local government employee with a 457(b) plan, here’s a primer on plan basics, benefits, and financial considerations. THE BASICS OF 457(b) PLANS: Under Section 457 of the Internal Revenue Code you can defer compensation each year up to the IRS annual dollar limit, $19,000 plus a $6,000 catch up for…Read More
We established a tradition that ensures we enjoy both sides of our family at Thanksgiving. A few years ago, I began a tradition with my family of celebrating Thanksgiving two to three weeks before the actual holiday. This wasn’t an original idea, as another family that I knew also had been participating in this tradition…Read More