Client Relationship Manager
Taylor joined Weiser Financial recently and brought over 9 years of excellent customer service experience with her. She assists in the new client onboarding process and client service experience. Taylor has an evergreen focus on client customer service. She spearheads all client service requests and inquiries to ensure timely processing and flawless execution. She will assist with client statements, changes to client information, and any other client needed requests. She will proactively reach out to clients to ensure timely reviews of their protection solutions and wealth management accounts. She champions our Protection solutions department. Taylor was born and raised in the Central Florida area and in her free time she enjoys trying new restaurants, staying active, and binge watching shows on Netflix.