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.”
I am attending the Barron’s Independent Summit in Salt Lake City for the next few days. Ric Edelman, a well-regarded advisory firm founder, author and entrepreneur has assembled a group of experts to discuss the future of digital currencies. I admit that I have been a skeptic, so I wanted to understand what the proponents…Read More
If you were born during the baby-boom generation, then it is not very likely that your parents shared information with you about their finances. Perhaps, in their final years or when one parent passed away, they might ask for help but the prior generation was fairly tight-lipped about money. That generation lived through the depression,…Read More
As we prepare for tax season, it is a good idea to start thinking about how we can structure our finances, investments and charitable planning to give us a better outcome a year from now. The following are a few ideas we are discussing with our clients; Bunch your charitable giving. With a standard…Read More