Prota Financial ( we're hiring! )
Andrew Taylor is an experienced advisor currently working at Prota Financial since August 2022. Previously, Andrew served as a coach for SmartVestor at Ramsey Solutions from June 2019 to May 2022, after holding various roles at GLG, including Manager of Client Solutions and Senior Associate, from September 2016 to May 2019. Earlier experience includes a data intern position at Murphy Nasica and Associates and a graduate assistant researcher role at the Bush School of Government and Public Service. Andrew began a professional journey as a summer research intern at the George C. Marshall Center in 2015. Academic credentials include a Master's Degree in International Relations and Affairs from Texas A&M University and a Bachelor of Arts in Political Science and Government from The University of Tulsa.
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Prota Financial ( we're hiring! )
Prota Financial is a Registered Investment Adviser founded in 2016 that offers investment advice regarding securities, insurance, and other financial services to clients. We are committed to the precept that by placing the client’s interests first, we will add value to the asset management process and earn the client’s trust and respect. We value long term relationships with our clients whom we regard as strategic partners in our business. We provide various asset management services, with an emphasis on portfolio management and financial planning. Our focus is on helping you develop and execute plans that are designed to build and preserve your wealth. Investment advisory services offered through Prota Financial, a registered investment adviser.