Our Wealth Management Advisors
Taylor Willox
Senior Advisor
Taylor is a Senior Advisor on the Wealth Management team at NFP’s Minnesota office. Taylor has been with NFP for over 13 years and has become an expert in helping her clients reach their financial goals. She specializes in retirement planning for individuals and families by coaching them through life’s challenges and rewards.
Taylor advises clients by identifying quality and diversified investment options to utilize in their portfolios. She is a wonderful source of knowledge and guidance that will help you feel confident, informed and in control of your financial future. In addition, she has an active role in helping businesses develop and implement financial wellbeing programs to assist in educating their employees.
A graduate of the University of Minnesota, Taylor earned a degree in entrepreneurial management and marketing. She is a CERTIFIED FINANCIAL PLANNER®. She holds her Securities Series 7 (General Securities Representative Qualification Examination) and Series 66 (Uniform Combined State Law Examination) registrations through Kestra Investment Services, LLC. Taylor also holds life, accident and health insurance licenses.
Taylor enjoys being active playing golf and tennis. She also enjoys traveling and spending time with her husband and friends.
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