Emily Taylor
Senior Registered Client Service Associate
As a Senior Registered Client Service Associate at Seventy2 Capital, Emily plays a critical role as a strategic business partner. With her primary role of managing operational functions directly with our clients, she prioritizes client service and the client experience above all else. She aims to foster and enhance close relationships with clients, building trust and getting to know one another so that she may help them pursue their financial goals. Some of her responsibilities include assisting clients with forms, setting up accounts, updating beneficiaries, and money movements.
Emily joined Seventy2 Capital in 2024 with twenty-two years of experience in the wealth management industry. She previously served as a client service associate at A.G. Edwards, Raymond James, and Wells Fargo Advisors. Additionally, she earned her FINRA Series 7 and Series 63 registrations to further strengthen the support she can offer clients.
Outside of the office, Emily enjoys being with her family and spending time outdoors. You can find her cheering on her son at soccer and football games or going out on their boat. She stays active through playing pickleball and using her Peloton.