About Taylored Wealth Management
Taylored Wealth Management was created to address a gap in the financial industry. There is a large barrier to entry for wealth management, as many investment firms have minimum account values that have to be managed “in house.” This limits individuals that should qualify for wealth management services, but do not simply because their capital cannot be transferred to their personal financial planner. Examples include frozen assets (divorce), business owners whose livelihood is "tied up" in their business, as well as corporate or nonprofit retirement plans. TWM addresses these challenges by creating consultative services, wealth creation education, and strategic exit plans for business owners as they convert their companies into accessible capital. Taylored Wealth Management is a subsidiary of MFP Financial Services, Inc.
About Taylor
Taylor Rae Mavrakos is the CEO and founder of Taylored Wealth Management. After growing a family wealth office, MFP Financial, for almost 7 years, she noticed a need for a subsidiary of the company that would address their clients with frozen assets.
Taylor graduated from Duke University in 2015, and has worked in both sides of the asset management industry. She began her career at an investment management firm, Lord Abbett, and leveraged her proficiency in Spanish to help the company launch an offshore mutual fund division. A Florida native, with a Greek/Italian heritage, she missed the sunshine and her family, which led to back to the Bay Area to work as a financial advisor with her father. The rest is history! Taylor has a passion for working with clients to achieve their financial needs.
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Taylor is committed to serving her clients and her community. She is a graduate of Leadership Pinellas, and continues to partner with the program to give back to a home that has been so good to her. She values continuing education when working with clients and has earned the designations of Certified Divorce Financial Analyst (CDFA), Certified Retirement Plan Specialist (CRPS), and Accredited Portfolio Management Analyst (APMA).