James Taylor, CFP®, currently serves as SVP Wealth Advisor at Compound, bringing a client-centric approach to wealth management through a blend of personal advisory and digital innovation since June 2025. Previously, James held the role of Senior Wealth Advisor at Mercer Advisors from May 2021 to June 2025, and before that, served as Lead Advisor at Cable Hill Partners. James's experience includes positions as a Wealth Counselor at Versant Capital Management and Lead Advisor at Brighton Jones. James also owned and operated Taylor Financial - Arizona prior to transitioning into wealth advisory roles. Earlier professional experience includes positions at QBE North America, Merrill Edge, Charles Schwab, and Bank of America. James holds a Bachelor of Science in Business Administration, magna cum laude, from Arizona State University.
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