Randy Taylor Headshot Image

Randy Taylor
,

First Vice President, Senior Financial Advisor

1000 Aviara Parkway
Carlsbad, CA 92011
760.930.3135
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile

Randy J. Taylor, CRPC, First Vice President, Senior Financial Advisor has been at Merrill Lynch Wealth Management for 9 of his 17 years of financial services tenure. He holds his Chartered Retirement Planning CounselorTM designation and is a dedicated student of the industry. Randy works closely with highly accomplished business owners, senior executives, physicians, families, and beneficiaries of generational wealth in pursuit of their life priorities through a disciplined, purposeful and tax efficient wealth management process.

Randy is the founding member and one of three senior partners of the Merrill Lynch Wealth Management team, “Taylor & Associates.” Randy believes that a team-based approach provides the most robust client experience and has built a team of highly accomplished and competent professionals that his clients can depend on. He and his team are skilled professionals who are determined to help their clients regain valuable time, by providing oversight from their most complex financial affairs down to their day-to-day financial needs, empowering the busy client to focus on what matters most. Randy also believes in working together with the clients’ outside advisory team such as their estate planning attorney(s) and CPA(s).

He and his team provide a highly effective service model built upon strong work ethic, dependability, trust, and accessibility. Randy wants his clients to feel confident that with only a phone call, they can reach a team member who is committed to providing a quality customer experience. Collectively, Randy and his team have capabilities ranging from personal financial planning and lending all the way to business acquisitions, private business sales, custom lending and helping business owners transition their companies with tax efficiency.

Being a skilled connector, Randy finds enjoyment in facilitating introductions across a diverse network of associates within the firm and outside. In addition to Wealth Management, he also provides clients access to the three remaining pillars of the enterprise, which encompass Investment Banking, Commercial Banking, and Personal Banking through Bank of America.

As both an experienced but young financial professional, Randy is sure to grow alongside his clients as he is committed to being one of their trusted Advisors for many years to come.

On a more personal note, Randy’s most cherished work is as a dedicated husband and father. In his free time, Randy enjoys writing and performing original music, playing pickleball, surfing, fitness, and, most importantly, traveling and making memories with his family.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Andrew Broughton
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Randy J Taylor is registered to do business in AZ, CA, CO, FL, GA, IA, IL, NC, NM, NV, OK, OR, SC, WA.