Patrick Taylor, CFP®, is a Senior Vice President and Financial Advisor at Morgan Stanley, where they focus on goals-based financial planning. They work with clients to identify their objectives and develop tailored strategies to help achieve them. Previously, Patrick served as a Financial Consultant at AXA Advisors, specializing in retirement and estate planning, and also held the role of Payroll Consultant at Paychex. Patrick earned a Bachelor of Arts in Communication and Media Studies from California Polytechnic State University-San Luis Obispo and an associate's degree from Santa Rosa Junior College.
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