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New York NY, 10018
212-625-1200
Taylor Hollis, CFP® CFA®
Director of Family Office Services
“I started my career in the same year that the firm was founded. My first role was as an Associate Advisor at an RIA firm where I began to learn investing and financial planning. I was lucky enough to stumble upon Ben & Josh’s blogs in the early days and, as my career was progressing, I simultaneously absorbed as much as I could about the industry from their writing. While in my next role at a multi-family office a couple years later, I started following Blair on Twitter. When I saw that she joined RWM, I knew I had to connect with her. She took a chance on me and introduced me to Josh, Michael, Bill, & Kris. In the meantime, I had been serving clients as an Investment Advisor at an independent trust company. After a few years of “just checking in” emails, it was eventually the right time for both of us and I made the leap. Truth be told, there was always something in me that knew I would end up here. Every experience I had along the way led me to this place.”
“I truly love every aspect of this career. Providing advice to clients and getting to walk alongside them in life is such a privilege. It is humbling to know that the work we do for clients can have an impact for many generations.”
“Nashville is home, with my husband, young son, and our two black labs. I’m a new mom and feel as though life didn’t truly start until my son was born. Practicing yoga and all things health are passions of mine. I love an outdoor concert (easy to find in Music City) and traveling anywhere with my family.”
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