As a Senior Financial Advisor with HBKS® Wealth Advisors, Brittany Taylor guides her clients in achieving their overall financial goals, by establishing and overseeing a plan of action that is specific to their unique economic and life situation. She does this through a holistic approach helping them to preserve and grow wealth and developing investment and wealth protection plans that help attain their families’ objectives. Her client base is characterized by mostly long-term collaborative relationships with individuals in or near retirement and their families. She serves clients in many states from her office in Erie, Pennsylvania.
Brittany started with the firm in 2001 and has helped many families and individuals through major life changing events, including the loss or disability of a loved one. She is able to help them navigate through these difficult times and provide guidance on how to move forward financially. Although these are unhappy occasions, Ms. Taylor stresses the importance of proper planning both preceding and following these inevitable events, in order for her clients’ wishes to be carried out. She is passionate about providing her clients with the highest level of coordinated service in a detailed and personal manner.
Brittany earned her Bachelor of Arts Degree in Business Management and Finance from Mercyhurst University. Her professional education includes the CERTIFIED FINANCIAL PLANNER™ designation.She is a member of the United Way Young Leadership Society and the Holy Cross Church Finance Committee.