Taylor Patrone

Business & Client Experience Manager, Associate Vice President

Taylor was born and raised in Miami, Florida. She earned a bachelor’s degree in Hospitality Management from 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.

In 2017, Taylor accepted a position with CQG Wealth Partners, and obtained the Series 7 and 66 FINRA registrations. Today, Taylor manages internal team operations, as well as supporting the overall client experience.

Taylor lives in Atlanta with her husband, Andrew, and two daughters, Madison and Emmy.