CPA/PFS, JD, CDFA
Founder and Lead Wealth Advisor
Main: 201-891-1130 ext. 108
- Regularly meets with clients and maintains close client relationships to help them pursue their financial goals and take control of the future
- Maintains commitment to serve high net worth clients and business owners on comprehensive wealth management, including financial planning, retirement planning, Social Security planning, tax efficient distribution analysis, cash flow, and liability analysis
- Oversees portfolio design so as to meet client’s financial objectives and provide tax efficiency
- Oversees Estate Planning and Trust coordination to ensure that the estate plan meetsclient’s specific goals
- Coordinates with client’s other professionals (such as attorneys and accountants)
Debra Taylor, who has lived in Bergen County her whole life, is the principal and founder of Taylor Financial Group, LLC, a full service, woman-owned financial advising and wealth management firm located in Franklin Lakes, NJ. Debra’s education and career have spanned many fields, which is why she is able to provide her clients with a multidisciplinary approach to help them pursue their goals and live life to the fullest.
Debra’s passion is in educating and empowering clients and their families to take control of their future, which is why she focuses on assisting women and their families, and advises them in all areas, including investment management, insurance solutions, tax planning, retirement planning, and estate planning. Debra also specializes in providing investment and wealth management advice to high net worth individuals and families, and small business owners, who have unique and complex needs.
Debra has won many industry honors, including being previously recognized as a top financial advisor and named to the Chairman’s Club of LPL Financial, a distinction bestowed on only the top 6% of LPL Financial’s more than 14,000 advisors, from 2007-2016 (this recognition is based on production). Debra has been featured on Consuelo Mack’s national television show, WealthTrack. She is also the author of a book about industry best practices, and is often quoted in national publications such as Barrons, Smart Money, The Wall Street Journal, and various trade publications. She is a frequent lecturer at national conferences and a contributor to Horsesmouth, an on-line trade publication for financial planners. She also hosted a weekly Radio Show, offering financial tips to the New York City/Northern New Jersey Area. Replays of her “Wealth Matters with Debra Taylor” Radio Show can be found here.
Debra graduated from Drew University in three years with a B.A. in Political Science, magna cum laude. She received several honors while there, most notably, election to Phi Beta Kappa. Three years later, Debra graduated from Cornell Law School, where she was elected Book Review Editor of the Cornell Law Review and served as a teaching assistant. While at Cornell, Debra also served as Symposium Editor of the Harvard Journal of Law and Public Policy and received American Jurisprudence Awards for excellence in corporate law and trial advocacy. After graduation, Debra served as a law clerk to The Honorable John F. Gerry, Chief Judge of the U.S. District Court for the District of New Jersey.
After law school, Debra began practicing as an associate at one of New Jersey’s largest law firms, Riker, Danzig, Scherer, Hyland and Perreti, located in Morristown. After several years of practicing law, Debra left to join her family’s tax and accounting practice, Azarian and Company. While at Azarian and Company, Debra advised clients on all types of tax matters, and successfully represented several clients on matters before the IRS. Debra is a Certified Public Accountant and a “non-practicing” attorney. Debra is also a Certified Divorce Financial Analyst, having received specialized training in professional divorce analysis.
Debra holds her Series 6, 7, and 24 securities registrations through Cetera Advisor Networks. She holds her Series 72 and 63 registrations with CWM, LLC. Debra also holds her Life and Health Insurance licenses in the State of New Jersey.
Debra lives in Ramsey, NJ with her husband, three children, one dog and two cats. Debra is active in the community and currently serves the Board of Trustees for the Ramsey Public Education Foundation. She has previously served on several boards, including the Franklin Lakes Board of Education, Community Learning Center, Drew University Alumni Board, and the Board of Trustees for The Valley Hospital. Debra enjoys time with her family, exercising, travel and reading.
Check out this short video below to hear Debbie speak about her personal and professional journey to the business of Financial Planning and Wealth Management.
Getting to know Debbie
Favorite Foods: Spaghetti with meatballs, thin crust pizza, messy hot dogs and hamburgers, hot fudge sundaes and dark chocolate with almonds.
Favorite Quote: “It’s kind of fun to do the impossible.” – Walt Disney
Best Piece of Financial Advice Received: Americans have love affairs with their cars and homes. Buy one car and drive it for ten years. And, try not to buy a house that is too big!
Favorite Holiday: Her Children’s Birthdays and Halloween.
Favorite Movies: Debbie loves movies! Goodfellas, Grease, Shawshank Redemption, and Wedding Crashers are among her favorites, to name a few.
Hidden Talent: If you ask Debbie, she will tell you that she does not have any. That is one of the very few instances where she is dead wrong. She is the best list-maker the world has ever known (chores, tasks, restaurants, hotels… you name it, she can make a list for it). When Debbie combines this incredible talent with her restaurant-researching skills, she manages to sniff out the best up-and-coming restaurants with the accuracy of a trained bloodhound!
If Debbie could meet anyone, past or present, it would be: George Washington, Alexander and Eliza Hamilton
What Motivates Debbie: Making a difference in people’s lives and having fun!
Place Debbie would most like to visit: Tanzania for an African Safari.
Favorite Books: The Age of Innocence by Edith Wharton, Love in the Time of Cholera by Gabriel Garcia Marquez, and Rita Hayworth and Shawshank Redemption: Hope Springs Eternal by Stephen King, A Gentleman in Moscow by Amor Towles .
Bucket List Item: Go on an African Safari.
Biggest Accomplishment: Her three children.