Anthony Taylor CFP®, CPWA®

Private Wealth Advisor
512-212-4726

Growing up in a family of athletes, aiming to go pro felt like the natural path for Anthony. He embraced it but always saw it as a stepping stone. As he began to recognize the gap his own family had when it came to trusted financial advice, it became clear what he wanted to do next. From that moment on, he became intentional about building a path to become a wealth advisor so he could be that person for his family and others.

Anthony has always enjoyed understanding what drives someone to succeed. Through his own experiences and what he has seen in others, he has learned to respect the process. The ups, the setbacks, and everything in between play a role in moving forward. That mindset carries into how he works with his clients. He views the relationship like a player and a coach. Both bring strengths to the table, and when those strengths align, real progress starts to take shape. Anthony values helping his clients accomplish their version of success while making sure each step is intentional and easy to understand.

Outside of the office, Anthony enjoys woodworking, perfecting his margarita, experiencing the culture of another country with his wife, and attending community events in Williamson County.