With nearly three decades of experience in the financial services industry, Taylor Easley brings a wealth of knowledge and expertise to Easley Wealth Management, which he founded in 2009. Prior to launching his own firm, Taylor served as a financial advisor with prestigious institutions such as Smith Barney and Morgan Stanley, honing his skills and building a dedication for excellence.
Taylor holds a bachelor’s degree, with honors, in banking and finance and managerial finance from the University of Mississippi. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a certification awarded by the College of Financial Planning, and he also holds the designation of a CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®). These credentials underscore his commitment to providing the a high level of financial advice and service to his clients.
At Easley Wealth Management, Taylor is responsible for developing individual wealth strategies, managing investment portfolios, and conducting advisory meetings. His primary goal is to become a valued advisor to every client, offering financial guidance and investment advice tailored to their unique lifestyles, circumstances, and goals.
Beyond his professional achievements, Taylor is deeply committed to giving back to the community. He serves as a board member on The Andy Irons Foundation, an organization dedicated to celebrating the legacy of surfing legend Andy Irons by supporting impactful, community-based programs for young people struggling with addiction, mental illness, and learning disabilities.
Taylor lives in Kona with his wife, Felicia. He is an avid CrossFit athlete, enjoys traveling, and is currently learning to speak Greek.