Taylor Yee

Client Relationship Associate

San Diego, California

Taylor supports clients with onboarding, account administration, and day-to-day service needs. Working closely with advisors and internal teams, Taylor provides organized, responsive support while helping build trusted client relationships.
Before entering wealth management, Taylor gained experience in public accounting and client-facing service roles, strengthening communication, organization, and relationship-building skills. Taylor earned a B.S. in Accounting with a minor in Applied Analytics from the University of Southern California.
A longstanding interest in personal finance and saving for the future led Taylor to a career in financial services. Taylor enjoys helping clients work toward their financial goals while building meaningful relationships. The approach centers on attentive service, organization, and making each interaction clear and efficient.
Outside of work, Taylor enjoys traveling, exploring new restaurants, attending concerts, and staying active through workout classes.