Taylor Holley, CRPC™, began her financial services career with Merrill Lynch Wealth Management in 2017 in Jacksonville, Florida. Taylor transitioned to the Global Corporate & Institutional Advisory Services (GCIAS) team in 2019 leading her to Atlanta, Georgia. As a Financial Advisor, Taylor assists clients by helping them manage their wealth to meet their individual needs. She focuses on goals-based wealth management offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every potential solution is grounded in understanding what each client is looking to achieve.

Taylor has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans allowing her to provide insight to her client’s employee benefits in our planning conversations. She also earned the Chartered Retirement Planning Counselor™, CRPC™ designation.

Taylor lives in Chamblee, Georgia where she enjoys running, trying new restaurants with friends and family, cheering on the Braves and the Gamecocks, and spending time with her Golden Retriever, Dansby. Taylor is passionate about supporting charitable organizations and has been a hands-on volunteer with The Children’s Healthcare of Atlanta, The Golden Retriever Rescue of Atlanta, and The Boys & Girls Club of Atlanta.