Taylor has been with Waddell & Reed and the Bridgetown Wealth Management team since 2013. As the office manager, she helps ensure efficient internal operations, with a specific focus on quick and accurate processing. An artist in her free time, Taylor also oversees team marketing, including the redesign and delivery of the Bridgetown Wealth Management logo.
Taylor and her fiance are Portland natives, and since becoming homeowners in 2015, have engaged closely with their neighborhood association and take great pride in serving their local community.
Taylor acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced. 01/20