Taylor B. currently serves as a Client Success Manager at Addepar and holds the title of Founder at Aequitas Financial, a firm dedicated to promoting equality and empowerment in financial planning for the LGBTQ+ community. Prior experience includes roles as an Associate Advisor at Blue Barn Wealth, where responsibilities included client advisory services, and multiple positions at Fidelity Investments focused on equity compensation education and client account management. Earlier career experiences include working as a Mortgage Loan Officer at Citywide Home Loans and a Customer Service Advocate at VRx Pharmacy. Taylor B. earned a Bachelor's Degree in Financial Planning and Services from Utah Valley University in 2021.
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