Merrill Lynch Financial Advisor Taylor A Hanex

Merrill Lynch Financial Advisor Taylor A Hanex is located at 75 Rockefeller Plaza in New York, United States. Taylor Hanex is a highly acclaimed financial advisor who has been recognized by Forbes for her outstanding client service and wealth management expertise. With a background in banking and a strong educational foundation, Taylor is dedicated to designing and implementing customized wealth management plans for her clients, taking into account their priorities, goals, and risk tolerance. Taylor holds prestigious designations such as the Chartered Retirement Planning Counselor (CRPC) and is an active member of professional organizations such as the Financial Women's Association and the Economic Club of New York.

At Merrill Lynch, Taylor and her team are committed to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to create personalized financial plans centered on clients' goals and aspirations. By staying abreast of changes in clients' financial situations and the economic environment, Taylor ensures that her clients receive the guidance and support they need to achieve their financial objectives.

The guiding principles of Taylor's group include professional competency, integrity, and placing the interests of clients first. Taylor believes that every client deserves to have a trusted advisor who understands their unique needs and is responsive to their concerns. By starting each relationship with a conversation to identify and prioritize clients' goals, Taylor helps clients make informed investment decisions that align with their personal values and aspirations.

With tools such as the Investment Personality Assessment, Taylor gains a deeper understanding of her clients' investing preferences and can customize their financial approach accordingly. By regularly checking in with clients to discuss changes in their lives and financial goals, Taylor ensures that their financial plans remain aligned with their evolving needs.

Taylor's mission is to help clients achieve financial success by making investment decisions that align with their personal goals and values. By offering personalized financial advice and guidance, Taylor and her team at Merrill Lynch Wealth Management are dedicated to helping clients navigate the complexities of their financial lives and pursue their long-term objectives.