Our Wealth Management Advisors
Dan Taylor
Vice President
As vice president, Sales, Wealth and Retirement, Dan Taylor focuses on consulting with corporate clients on qualified retirement plan strategies.
Dan assists with recordkeeper selection, fiduciary needs and a strategic approach to employee communication. In addition to advising on ERISA qualified plan designs, his practice concentrates on incorporating non-qualified executive benefit programs to complement broader group strategies.
Centered on core values and a passion for NFP’s team and clients, Dan’s prioritization of building authentic interactions influences the way he consults with clients. Dan holds a FINRA Series 7 & 66 Registrations and is a licensed life, accident and health insurance agent in the state of Michigan.
Fundamental to Dan’s identity is active in the professional community and the charitable community. He is involved with several organizations, including the Detroit Economic Club Career Readiness Academy, and is a board member of Red Run Golf Club in Royal Oak, MI. Additionally, Dan has volunteered for a number of years as a Big with Big Brothers Big Sisters of Metro Detroit.
Dan enjoys traveling, golfing, handball, bowling and puzzling with his family. Dan resides in Royal Oak, MI, with his wife, Amy, their two children, Alexandra and Trudy and their dog, Leo.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures