Krystal Taylor

Senior Client Relationship Associate

North Scottsdale, Arizona

Krystal supports daily operations and client service, coordinating money movement, account processing, and workflow accuracy. Her cross-functional experience helps as she strives to ensure reliability and consistency across client-facing processes.
Krystal brings a strong operational background in wealth management, with experience supporting account administration, money movement, and trust-related processes. She is known for her attention to detail and compliance-minded approach to client service. Krystal earned her bachelor’s degree from Northern Arizona University.
Krystal’s approach is precise, responsive, and service-first. She focuses on streamlining processes so advisors and clients can concentrate on the decisions that matter most, believing consistent execution creates a smoother overall client experience.
Originally from Illinois and raised in Utah, Krystal enjoys spending time outdoors with her husband, their two children, and their dog, Zeus. She loves hiking and horseback riding.