Taylor Patrone

Business & Client Relationship Manager, Associate Vice President

Taylor was born and raised in Miami, Florida. She studied Hospitality Management at the University of Central Florida where she enhanced her passion for creating unforgettable client experiences, while maintaining a strong level of commitment to exemplary customer service. Passionate about providing personable and concise, yet empathetic communication to clients, Taylor moved to Atlanta to begin a career in the retirement industry. In 2013, she joined My Benefits, LLC, a Third Party Administrator, which provided recordkeeping and administration services for corporate 401(k) plans. Taylor began as a Retirement Plan Sales Specialist for the state of Georgia where she provided plan design solutions and employee participation increase opportunities to Financial Advisors and Plan Sponsors. After 3 years of limitless amplification, Taylor grew to become a National Retirement Plan Sales Specialist and became a subject matter expert for Plan Sponsors and Financial Advisors across the country.

After 4 years of working side-by-side with Financial Advisors, while servicing their clients and assisting them with the evolvement of their retirement book, Taylor made a vital decision to accept a position with the team. Today, Taylor assists with private wealth management, individual and family financial planning, client account analysis and investment proposals. Taylor also handles the custom planning of all unique client events and meeting functions.

Taylor’s favorite time is spent with her husband, Andrew, daughter, Madison, and 2 dogs, Gunner & Bailey.