Jason Taylor

Vice President, Advisor

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Jason Taylor is a Vice President, Advisor who works with high-net-worth and ultra-high-net-worth individuals on holistic financial planning. He helps clients address advanced estate, tax, retirement, and business planning needs. His work often includes guiding business owners, executives, and families through major financial transitions and long-term strategy decisions.
Jason brings more than 15 years of financial industry experience, including 10 years as an advisor. He has developed deep expertise in comprehensive planning and has worked extensively with complex client situations involving retirement, business succession, and advanced planning strategies. He has also supported university-affiliated communities through educational outreach and planning conversations. Jason graduated summa cum laude from Purdue University Global with a degree in Business Administration and an emphasis in Finance. He is a CERTIFIED FINANCIAL PLANNER® professional and also holds licenses related to insurance guidance and support.
Jason entered financial services after studying psychology and seeing firsthand how financial disorganization can affect individuals, families, and businesses. He believes financial planning should reflect each client’s unique goals and definition of success. His approach focuses on helping clients pursue that vision efficiently and with greater confidence.
Jason is passionate about supporting the elderly and those affected by abuse or misconduct. He also promotes financial literacy in universities and communities whenever possible. Outside of work, he enjoys supporting theater and the performing arts.