Taylor McCullers is a Financial Advisor at The Lighthouse Wealth Management Group at Morgan Stanley, where she focuses on guiding clients through major life transitions. Whether facing divorce, the loss of a spouse, or simply stepping into a new chapter of life; Taylor can help transform challenge into opportunity and create a future where you thrive financially and personally. Taylor has invested the time to earn and maintain specialized industry credentials and internal designations so she can better serve her clients and address their diverse needs and complex financial situations. Taylor is a Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), Financial Planning Specialist, and Workplace Advisor- Equity Compensation Specialist. She graduated as student of the year from the University of North Florida with a double major in Finance and Financial Services and a minor in Economics. When rebuilding after a major life event, the challenges, demands, and complex financial choices are many. Taylor’s goal is to bring deep knowledge, experience, and genuine empathy to help you build confidence and control over your unique situation. Imagine approaching your financial future with unwavering confidence, knowing you have the insight, tools, and strategies to make your money work for you. That’s the future Taylor and her team help women build every day
If you would like to have a conversation with Taylor you can reach her at (904) 543-6931 or [email protected]
For more information on the designation(s), go to: https://advisor.morganstanley.com/taylor.mccullers
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