Compound Planning
James Taylor is a seasoned wealth management professional currently serving as SVP Wealth Advisor at Compound since June 2025. Prior experience includes roles as Senior Wealth Advisor at Mercer Advisors from May 2021 to June 2025 and Lead Advisor at Cable Hill Partners from December 2018 to April 2021. Earlier positions include Wealth Counselor at Versant Capital Management, Inc. and Lead Advisor at Brighton Jones, where Taylor worked from July 2015 to November 2017. Taylor holds a Bachelor of Science degree in Business Administration from Arizona State University, earned between January 1997 and December 2003.
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Compound Planning
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Compound manages your finances so you can focus on what you're truly passionate about.