| | David Taylor specializes in personal financial planning for individuals as well as small business planning for entrepreneurs. He obtained his MBA in finance from Hofstra in 2005. In 2006, David completed the Accredited Asset Management Specialist (AAMS) program from The College for Financial Planning. In addition, he has completed his Certified 3 Dimensional Wealth Practitioner (C3DWP) designation and is currently enrolled in the CFP program from Boston University. David is a registered principal representative of Sterling Monroe Securities, LLC (Series 7, 53, 63, 66 & 24). David is an active member of the community and is a member in the Advisors in Philanthropy |
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