Garry Taylor

Garry is responsible for transitioning breakaway advisors and clients for the elite teams who form independent RIAs through the Focus Independence program. In addition to this role at Focus, Garry is tasked with conducting periodic on-site evaluations of the existing operational system infrastructures across Focus Partner firms and recommending changes where prudent.

Prior to joining Focus, Garry worked in various roles in Fidelity Investment’s Institutional divisions, most recently as a Director in the Implementation Division working closely with some of the largest teams in the industry that opted for independence. In this position, Garry collaborated on over 20 transitions, working with the RIAs’ custodian(s) and systems providers to move more than $5 billion in assets. Most of these transitions were breakaway brokers lifted out of the major wirehouses, which is an area Garry specializes in, helping these entrepreneurs achieve optimal independence. Prior to joining Fidelity, Garry worked as a Financial Advisor with Merrill Lynch and was a Portfolio Manager for several brokerage firms in the U.K.

Garry is a native of Scotland, holds a master’s in Accountancy & Finance with first class honors from Heriot-Watt University in Edinburgh and has passed levels 1 & II of the Chartered Financial Analyst (CFA) program.