Sam Taylor, Financial Advisor at Morgan Stanley

10/22/2025

I just refreshed my website to show exactly how I work with retirees, families, business owners, medical professionals, and executives on planning, investing, and coordination with your CPA and attorney.

What decisions are you navigating right now- tax, liquidity, or legacy?

Take a look and tell me where you would like more clarity!

morganstanley.com

07/01/2025

Enjoyed celebrating the firms Global Volunteer Month- packing meals at Free Store Food Bank! Had a blast working with peers in giving back to our community!

06/15/2025

Happy Fathers Day Dad!
It's an honor to work alongside you- you're the greatest role model I could ask for.
Love you!

05/22/2025

Cybersecurity isn't just an IT issue- it's an everyday life issue. From your doctors office to your accountant's portal, the question isn't if your data is vulnerable, but how it's being protected.

As technology evolves, so must our awareness. Who we do business with- and their commitment to cybersecurity matters more than ever. Morgan Stanley takes the protection of client data and assets very seriously. Our online Security Center is full of tips you can use to strengthen your personal cybersecurity.

morganstanley.com

05/15/2025

I just returned from an influential trip at Morgan Stanley's headquarters in New York where I was honored to be recognized as a Rising Star.

I am beyond grateful for the opportunity to sharpen my skillset, share best practices, and get a first look at the powerful investment tools Morgan Stanley is rolling out to better serve our clients.

The future is exciting- and we're just getting started.

Curious about the tools and strategies we're using to help clients stay ahead? Let's connect. https://livesocial.seismic.com/aLIyXd

05/12/2025

Hope everyone had a beautiful Mother's Day!

Ours was filled with laughter, love, & a reminder of what matters most- family.

As we celebrate the ones who raised us, it's also a good time to reflect on how we're planning to protect & provide for those we love. If financial clarity or planning is one your mind, let's connect.

03/11/2025

Celebrated the 6 month anniversary this past weekend w/ Yes- THE TAYLOR TAYLOR- life flies when you're having fun, looking forward to conquering many more milestones ahead! In addition we do have a new addition to our family- meet Westin Taylor, you're a joy to have in our lives!

02/05/2025

Happy Birthday, Chance! It's an honor and a joy to have you by my side, both at work and in life. Here's to another great year ahead!

02/04/2025

I'm very proud to share that I have been promoted to Vice President at Morgan Stanley.

12/25/2024

Happy Birthday Dad- its a pleasure to work alongside you- Merry Christmas to all!

07/31/2024

The prestigious Western Am is being held in Kettering, OH at the one & only Moraine Country Club. I had the opportunity to follow and interact with two of the current leaders yesterday- these gentlemen are as professional and respectful as they come- its bigger than just the game of golf.

It was a blast to see them showcasing their talent on my hometown course! In addition the golfers and a few members broke bread and heard from local legend Ben Curtis on his unique career battling all time greats- Tiger Woods, Vijay Singh, etc.

Excited to see what the future entails for these gentlemen- Good luck boys, go low!
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