Tassia Taylor

Tassia Taylor began her career in the securities industry as a paralegal assisting in the litigation of securities and investment fraud cases on behalf of consumers. After 14 years as a client advocate working at a local law firm, Tassia decided to take her experience to the planning side, proactively assisting clients to achieve their retirement and financial goals, rather than remedying problems after issues had already aroused. Her background puts her in a unique position to help clients overcome financial obstacles and achieving their financial goals while using her experience to discern potential pitfalls.

In 2020, Tassia joined her husband Randy at Merrill Lynch Wealth Management, and together they are committed to providing a one stop, white glove, holistic wealth management experience. They believe that their clients feel empowered to lean on them as trusted Advisors and know that they will take a big picture approach to the advice they provide leveraging both Randy’s investment and planning experience gained over the past 17 years, and Tassia’s legal services experience, as well as the insight and guidance of a highly regarded network of Financial Professionals within the Bank of America Merrill enterprise and beyond.

Randy and Tassia live in North San Diego County with their children. In their free time, they enjoy traveling, serving at their local church and spending time at the beach.

*Tassia does not provide legal advice in her current role with Merrill.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.