Taylor Sharpe

FAQ About Taylor Sharpe

• What is Taylor Sharpe's address?

  Taylor Sharpe is located at
  Atlanta, Georgia, United States

• What is Taylor Sharpe's job title?

  Taylor Sharpe is a
  I began my career in the financial services industry with Merrill in 2022 after graduating cum laude from the University of Georgia where I received my Bachelor’s Degree in Financial Planning. In my role as a Wealth Management Client Associate, I provide comprehensive wealth management advice – working closely with executives, entrepreneurs, and multi-generational families. My goal is to provide an exceptional client experience while drawing upon my wealth planning passion to help others confidently pursue their financial goals. I work with the Watts Group and Rensink-Krentzman Group. I frequently interact with my client’s CPAs, attorneys, and other trusted advisors, to provide advice and guidance for clients on investment needs, trust and estate planning services, digital integration, cash management, as well as banking and lending needs through my access to Bank of America. I provide fundamental support in all phases of client acquisition, which includes tracking, maintaining, and following up on the teams’ opportunities. I spend my time communicating with prospective clients and building relationships with centers of influence, partnering financial advisors, and sources of new business. Merrill Lynch

• What industry does Taylor Sharpe currently work in?

  Taylor Sharpe currently works in the
  Merrill Lynch

• What is Taylor Sharpe's area of expertise?

  Taylor Sharpe specializes in
  I began my career in the financial services industry with Merrill in 2022 after graduating cum laude from the University of Georgia where I received my Bachelor’s Degree in Financial Planning. In my role as a Wealth Management Client Associate, I provide comprehensive wealth management advice – working closely with executives, entrepreneurs, and multi-generational families. My goal is to provide an exceptional client experience while drawing upon my wealth planning passion to help others confidently pursue their financial goals. I work with the Watts Group and Rensink-Krentzman Group. I frequently interact with my client’s CPAs, attorneys, and other trusted advisors, to provide advice and guidance for clients on investment needs, trust and estate planning services, digital integration, cash management, as well as banking and lending needs through my access to Bank of America. I provide fundamental support in all phases of client acquisition, which includes tracking, maintaining, and following up on the teams’ opportunities. I spend my time communicating with prospective clients and building relationships with centers of influence, partnering financial advisors, and sources of new business.

• Which languages does Taylor Sharpe speak? 

  Taylor Sharpe speaks the following languages:
  No languages available.

• Which industries has Taylor Sharpe previously worked in?   

  Taylor Sharpe has prior experience in the following industries:
  Allgood Lounge

• What is Taylor Sharpe’s work experience?  

  Taylor Sharpe has the following professional experience:
  Merrill Lynch , Allgood Lounge .

• How can I find Taylor Sharpe on LinkedIn?  

  You can view Taylor Sharpe’s
  LinkedIn profile at LinkedIn URL.

• What are Taylor Sharpe’s work email addresses?  

  Taylor Sharpe’s work email addresses are
  [email protected] .

• What company does Taylor Sharpe work for?  

  Taylor Sharpe works at
  Merrill Lynch