Robert Taylor


Senior Wealth Advisor

Main: 201-891-1130 ext. 103

Direct: 201-485-8464

Robert Taylor

  • Oversees daily operations and procedures throughout all aspects of company
  • 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
  • Performs investment research and designs and manages investment models
  • Oversees Wealth Plan creation to ensure clients pursue their long-term goals

Rob is responsible for all aspects of operations at Taylor Financial Group and for delivering an outstanding work product to all clients.  As part of his role, Rob is involved in all investment research and assists team members with analytics, as well as various consulting and wealth planning assignments.

Prior to joining Taylor Financial Group, Rob worked for Citigroup as a Senior Vice President and was responsible for all operational aspects of a global team. Rob has also worked with dozens of Fortune 500 companies in streamlining and refining their operations to enhance the services they provide their clients.  Rob attended the University of New York at Albany, where he graduated with a Bachelor’s of Science in Business Administration with a concentration in Finance, and then went on to receive his MBA from the NYU Stern School of Business.  Rob holds his Series 65  license through Cetera Advisor Networks and Life and Health Insurance licenses through the State of New Jersey.

Outside of work, Rob is active in the community, having spent the last ten years coaching numerous recreational and club soccer, softball and lacrosse teams over his children’s athletic careers.  He also was a member of the Board of the Shadow Lake Club Homeowner’s Association for several years, and is currently a member of the Ramsey Golf and Country Club Board.  Rob enjoys spending time with his family, golfing, listening to classical music, reading, and walking the dogs.  Rob lives in Ramsey, NJ with his wife, three children, two cats, and one dog, all of whom he collectively and lovingly refers to as “the ark.”






Favorite Food: Lasagna

Favorite Quote: Keep Calm and Carry On

Best Piece of Advice Received: Be true to yourself

Favorite Holiday: Thanksgiving

Favorite Movie(s): Shawshank Redemption

Hidden Talent: Scrabble

If you could meet anyone, past or present, it would be: My grandfather

What Motivates You: My family

Place you would most like to visit: Ireland

Favorite Book: Harry Potter (series)

Bucket List Item: Play a round of golf at Pebble Beach or similar golf course

Hidden Talent: Identifying dog breeds upon meeting a dog for the first time

Biggest Accomplishment: My children