Charles Taylor, a Senior Wealth Manager at SAM, is committed to guiding clients in realizing their financial aspirations through tailored planning. He brings 30 years of financial service industry experience, with a history of Financial Planning at key institutions like Merrill Lynch, Edward Jones, and PNC Investments. His Chartered Financial Analyst® (CFA®) designation stands as a testament to maintaining the highest levels of professional excellence and ethical standards.
Charles is on mission to create a lasting positive influence on his clients’ lives, empowering them to secure a financial future that is not only stable but also prosperous. Outside of his professional commitments, Charles enjoys immersing himself in a variety of outdoor activities, cherishing the quality time spent with his loved ones and friends.