Taylor Wealth Management Group

Merrill Lynch Wealth Management
1630 South Lindbergh Blvd.
Ladue, MO 63131
(314) 997-2981
Learn more about an advisor's background on
Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Taylor Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Taylor and Associates is a wealth management team, serving affluent families. We focus on financial counsel throughout times of meaningful transition. This generally consists of people experiencing or preparing for a divorce, loss of a loved one, job change, business sale, geographic move or retirement. We take special care to assist families during these most challenging times when proper guidance is of utmost importance. It is imperative to avoid making mistakes that may lead to a lifetime of negative financial implications. We believe that we make a positive, meaningful and significant impact on the families we serve.

Recognition
Cole Taylor
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Taylor Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

We adhere to a disciplined Investment Philosophy. We use exchange traded funds, mutual funds, and individual stocks and bonds where appropriate. We incorporate tactical ideas when we feel it is advantageous to do so and strive to keep expenses to a minimum while also considering tax and inflation implications. Our objective is to generate consistent returns while mitigating risk which should aid our clients in achieving their financial goals.

Meet Our Team
Cole Taylor,

AAMS™,AWMA™,CRPC™

Senior Vice President, Wealth Management Advisor
314.997.2981
Joseph Eichacker
Senior Financial Advisor
314.997.2939
Lacey Diekmann,

CFP®

Senior Financial Advisor
314.997.2987
Ann E Murray
Assistant Vice President, Wealth Management Associate
314.997.2953
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.
Charles B Hardy
Wealth Management Lending Officer
NMLS #718016
Mary Erker
Wealth Management Banking Specialist
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.