Tassia Taylor
Financial Advisor
1000 Aviara Parkway
Carlsbad, CA 92011
760.930.3119
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

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.

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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Tassia Taylor is registered to do business in AZ, CA, CO, FL, GA, IA, IL, NC, NM, OK, RI, SC, TX, VA, VI, WA.