Marie Taylor has been helping clients manage their financial assets since 1981. As a financial advisor with Moss Adams Wealth Advisors, her focus is on providing investment management and financial planning services to high net-worth individuals, business owners and their families.
Through maintaining close relationships with her clients, Marie is able to stay attentive to their changing circumstances and help mitigate any impact it may have on their financial plans. Marie specializes in conducting risk assessments, fixed income and equity portfolio reviews for clients through a goal based approach.
COMMUNITY AND PROFESSIONAL ACCOMPLISHMENTS
- Member, Autism Society of America
- Member, American Association of University Women
- Leader, Social Justice Ministry Group
- Graduate, Just Skills & Just Faith Programs
PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS
- FINRA/NASAA, Series 7, 63 and 65 licensed
EDUCATION
- Bachelor of Science, University of Washington