Taylor Swanson has over 17 years of experience as a financial advisor and is a partner with the Brown Group at the Jamestown, NY Merrill office. The Brown Group started in 1986 and now works with over 200 high net worth families, businesses and foundations throughout Chautauqua County, NY and across the country.
Taylor is a CERTIFIED FINANCIAL PLANNER™ professional focusing on retirement planning, portfolio design and wealth management, helping clients meet their specific financial goals. It begins with a comprehensive fact finding to discover all financial and aspirational goals in order to build and implement a custom strategy for each clients desired needs. Regular review and maintenance is conducted with all clients as changes to both current market conditions and goals arise.
Taylor is a graduate of Jamestown Community College and Buffalo State College with a bachelors in business.
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.
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.
