Robert G. Taylor, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Robert G. Taylor, Jr. CFP®

CRPC®

Senior Vice President, Wealth Management Advisor

UBS Financial Services

8045 Leesburg Pike, Ste 700
Vienna, VA 22182
(703) 734-8457

General

Robert Taylor is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS Financial Services in Vienna, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, PE

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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