Christina Taylor

Client Service Specialist Manager

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Ask Christina about the biggest thing she wants to help her clients achieve and you might be surprised by her answer: to help them sleep better at night. That’s because what fuels her is tackling retirement’s roadblocks and getting clients the guidance they need to navigate this life stage with ease.

Formerly a Relationship Manager with Merrill Lynch, Christina was recognized for her work with the National Association of Women Business Owners and placed in the company’s Top 100 Client Associates in 2008 for the exceptional service she provided.

Christina holds Series 7 and 66 licenses, along with an insurance license. She loves living in University Heights, being outside, running, and spending time with her family—husband David, daughter Hannah, son Davey, and cat Flower.

Christina Taylor
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