portrait of Taylor Q Rose
FINANCIAL ADVISOR
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About Taylor

As a CERTIFIED FINANCIAL PLANNER® professional, I believe it's important to invest my time understanding my clients' goals and priorities before investing their money. I look to partner with individuals and families who are serious about reaching their long-term financial goals. Using an established process, I help clients build customized financial strategies. Once a strategy is in place, I maintain regular contact with my clients to address any needs or changes in their situations.

I joined Edward Jones in 2013 and my senior branch office administrator, Tiffany Daniels, joined me shortly after in 2014.

To better meet the needs of my...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesAugust 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • American InterContinental UnivMaster of Business Admin
  • University of Rio GrandeBachelors

Personal Interests

  • Antiquing
  • Animal Rescue
  • Music
  • Football
  • Crocheting/Knitting

Team Members

  • Tiffany Daniels
    Registered Branch Associate
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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