Brandon Taylor, CFP®
Brandon serves as a Relationship Manager in the Private Banking division. In this role, he advises ultra-high-net-worth families across the country on complex matters related to banking, investing, wealth planning, and philanthropy.
Prior to joining the firm in 2022, Brandon was a Client Advisor at Bessemer Trust. Previously, he was an Internal Sales Consultant at FS Investments and a Private Banker at Fifth Third Bank.
Brandon received a B.A. from Denison University and an MBA from the Villanova University School of Business. He holds the CERTIFIED FINANCIAL PLANNER™ designation.