Alex Taylor, CFP®, CPWA®, is a Partner and Wealth Advisor at Corient, where they focus on delivering exceptional wealth management experiences. Previously, Alex held roles as Principal at Messick Peacock & Associates and Lead Advisor at Northwestern Mutual, emphasizing integrated financial planning for clients. Their career began as a Financial Advisor at Merrill Lynch, and they contributed to sports management as Head Baseball Equipment Manager while attending Wake Forest University, where they earned their degree from 2008 to 2011.
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