Joel Taylor

Joel has been in the financial services industry for more than 25 years and joined Merrill Lynch Wealth Management in 2016. He has dedicated himself to thoroughly understanding the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized financial strategies

Joel provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He works with clients to help identify their primary goals and needs—including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services—and then commits himself to crafting financial strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations. Financial strategies may include equities, fixed income, alternative investments, options, ETFs and other types of investments. In addition, Joel can offer clients access to banking, credit and lending from Bank of America, N.A.

Joel earned a Bachelors degree in Business Administration from the University of Delaware and holds the Series 3, 7, 63, and 65 FINRA registrations.


|Gregory has been in the financial services industry for more than 10 years and joined Merrill in 2016. Gregory holds the CERTIFIED FINANCIAL PLANNER^™, CFP^® certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Financial Consultant^® (ChFC^®) designation, and holds the Series 7 and 66 FINRA registrations.

Gregory earned a Bachelors degree and M.B.A. in Finance from Fairleigh Dickinson University.





*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

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.