After nearly two decades in the legal and financial services industry, I took the true step towards independence and made Merited Wealth, LLC (FKA Stephen A. Taylor Wealth Management) a Registered Investment Advisor in the State of Florida in 2019. My passion is to help the busy entrepreneurs and executives simplify and coordinate their financial lives to allow them to most effectively move forward with their growth with all aspects being addressed. I made the conscious decision for my business to be my own and not affiliated with a large bank, brokerage firm or insurance company to truly be able to “walk the walk and talk the talk” which sets me apart from the employees of those large institutions who are told exactly what they can and cannot do and the limited scope of investment solutions they can offer. “I am married to my fabulous, tremendous star of my life, Susie." If you don’t agree, check her out here, www.SusieKTaylor.com. I am blessed with two wonderful kids, Jaedon and Mason.
EXPERIENCE
Merited Wealth, LLC (FKA Stephen A. Taylor Wealth Management), Miami, Florida,
6/2019 – Present
State of Florida Registered Investment Advisor committed to guiding our clients towards long-term financial success. Our goal is help simplify our client’s lives through the power of financial planning and investment management.
Stephen A. Taylor, Esq. Attorney at Law, Miami, Florida
Attorney, 1/2001 – Present
Current Practice:
Limited to Estate Planning and Wealth Counsel. Preparation of Powers of Attorney, Wills, Trusts and such ancillary documents needed to effectuate a comprehensive Estate Plan. Wealth Counsel consists of advice and recommendations regarding accumulation and preservation of wealth.
Past Practice:
Elder Law and Corporate Law. Elder Law practice was focused with working with disabled individuals currently receiving public assistance and with elderly individuals planning for long term care. Corporate Law practice surrounded the creation, maintenance and sale of small business of varying sizes.
Cambridge Investment Research, Miami, Florida
Registered Representative and Investment Advisor Representative, 2/2015 – 12/31/2019
Transamerica Financial Advisors, Miami, Florida
Registered Representative and Investment Advisor Representative, 4/2014 – 1/31/2015
Full Registered Representative Experience
Deloitte & Touche, LLP, Miami, Florida
Tax Consultant, 1/2000 – 12/2000
EDUCATION
University of Florida, Levin College of Law, Gainesville, Florida
J.D., Honors Multiple Semesters
Oglethorpe University, Atlanta, Georgia
B.B.A. Accounting,
Christopher Columbus High School, Miami, FL
High School Diploma, Varsity Letterman in Basketball and Golf
ACTIVITIES
Certified Financial Planner®
2020 President of the Financial Planning Association of Miami
Formerly Florida Bar Board Certified in Elder Law
Member of the Miami Shores Chamber of Commerce
Director of Miami Shores Chapter of Prime Time Business Network