Taylor Paules, CFP®
Private Wealth Management
Taylor Paules joined Baird in 2020 as a Financial Planner. His areas of expertise include financial planning, retirement income and distribution planning, and Social Security. He serves in helping Financial Advisors to incorporate financial planning into their practice by using the tools and questionnaires available to create meaningful proposals for their clients and prospects.
Prior to joining Baird, Taylor spent 4 years at TIAA, as a Financial Planner. He supported financial advisors with their financial and estate planning needs. He also served in a coaching role, helping financial advisors utilize planning software to create impactful proposals for their clients. Previously, Taylor spent 3 years at Fidelity Investments as a Retirement Solutions Representative, consulting with clients in choosing suitable investment portfolios, and worked with retirement plan participants.
Taylor attended the University of Colorado at Boulder, where he earned his bachelor’s degree in Economics with a minor in Business Administration. Taylor is a Certified Financial Planner® professional and currently holds the Series 7, 66 and 63.
Taylor resides in Denver, Colorado. He has a passion for traveling, is an avid skier, mountain biker, and enjoys camping with his dog.