By: Jon Stojan
Sometimes, the path to career success is linear and predictable. Other times, it is more circuitous. Wealth Management Advisor Adam Taylor is a good example of how a collection of diverse and seemingly unrelated experiences can lead to success in the business and finance world. His journey, which spans multiple cities and industries, can inspire anyone willing to apply dedication, adaptability, and skill to take the path less traveled.
Adam built his academic base in Tallahassee at Florida State University’s College of Business, graduating with a Bachelor of Science in Hospitality. Upon graduating, Adam didn’t stay in the familiar surroundings of Tallahassee. Instead, he embarked on a new adventure in San Francisco, a city known for its dynamic and challenging business environment.
In San Francisco, Adam joined Houston’s restaurants, a career move that allowed him to dive into the world of wine. His talent and hard work soon paid off, leading him to a new opportunity in New Orleans. However, his time there was cut short by Hurricane Katrina, which forced his relocation to Atlanta. This series of moves wasn’t just a geographical journey but a period of intense professional growth and learning.
Adam’s success in the hospitality industry didn’t go unnoticed, as he was soon offered a golden opportunity with The Capital Grille in Orlando. He became instrumental in opening new locations in Jacksonville and Naples. At the young age of 27, Adam achieved a significant milestone, becoming the youngest managing partner in his company. This achievement was complemented by his accreditation as a sommelier with the Court of Master Sommeliers, further establishing his talent in the hospitality industry.
However, Adam’s ambitions extended beyond the confines of hospitality. Craving new challenges, he transitioned to the world of financial planning, a move that would redefine his career. Adam joined Tampa’s Northwestern Mutual, which equipped him with an excellent training and advocacy model for his clients. After seven years of a quality learning experience. , Adam and his team opened the doors of Taylor Financial in June 2018.
His professional qualifications include Series 7, 6, 63, and 26 licenses, alongside several prestigious designations from the American College (ChFC®, CLU®, RICP®,
CASL®, CLTC). He jokes that he has more letters “BEHIND” his name than “IN” his name. Taylor Financial was recently awarded the Seminole 100 award for the sixth consecutive year. The award recognizes the 100 fastest-growing businesses in the nation owned by Florida State Alumni.
Despite his professional achievements, Adam’s greatest passion remains his family. Married to his wife, Andi, since 2009, they have three children and a beloved black lab named Atticus. His hobbies include watching Florida State football and cycling.
Adam’s circuitous path to building his financial planning firm is a combination of a relentless pursuit of excellence, the ability to adapt to changing circumstances, and the importance of community involvement. If you’re seeking a financial advisor who combines expertise with a personal touch, Adam’s comprehensive approach to financial planning, including insurance and investments, allows him to offer his clients a broad range of comprehensive financial services.
