Taylor Nissi
Senior Vice President, Wealth Advisor
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Areas of Expertise
Tax Strategies
Asset Allocation
Equity Compensation
Retirement Planning
Estate Planning
Qualifications & Experience
- CERTIFIED FINANCIAL PLANNER® Professional
- Certified Exit Planner Advisor®
- BA in Economics & Geoscience, Denison University
Westchester County, NY
Media
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Words to Live By
Process saves us from the poverty of our intentions.
Elizabeth King
Client Experience Professionals
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Team Members
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About
Taylor provides high-impact financial advice to individuals, businesses, and families.
A CERTIFIED FINANCIAL PLANNER™ Professional and Certified Exit Planning Advisor®, Taylor specializes in guiding business owners at every stage on building valuable, transferable businesses.
Taylor’s mission is to instill confidence, peace of mind, and clarity. He believes that when clients are free from financial worries, they can dedicate their time and energy to the people and passions that bring them joy.