Taylor joined Coastal Bridge Advisors in 2026 as a Senior Associate of Client Service. In her role, she supports advisors and clients by coordinating day-to-day service needs, assisting with account administration, and helping facilitate a streamlined client experience.

Prior to joining Coastal Bridge Advisors, Taylor served as a Senior Client Service Associate at Capital Group Private Client Services in New York. In that capacity, she supported Private Wealth Advisors in servicing a broad range of client relationships. Her responsibilities included client onboarding support, account maintenance, preparation of meeting materials, and coordination of advisor-client communications. She also assisted with internal and external meeting logistics and reporting processes.

Taylor earned a Bachelor of Science in Accounting from Binghamton University’s School of Management. She brings a strong foundation in wealth management operations, along with effective communication skills and a client-first mindset.

Taylor resides in Stamford, Connecticut. Outside of work, she enjoys playing pickleball, traveling, reading, and spending time with family and friends.