Taylor is a Vice President, Client Advisor in Whittier Trust’s Orange County Office. He is responsible for assisting in the administration of trusts, overseeing family strategy and structure, and financial planning. He is primarily responsible for providing high-touch family office services.
Taylor earned his Bachelor’s degree in Economics from the University of California, Santa Barbara, and is currently in pursuit of his MBA from the USC Marshall School of Business. He also holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association.
In his leisure time, Taylor enjoys spending time with his family, traveling to new destinations, and staying active.