Paul Taylor, CFP®

As Director of Financial Planning at HBKS Wealth Advisors, Paul brings a wealth of expertise and a deep commitment to helping clients achieve their financial goals.  With over 20 years of experience in the financial services industry, Paul has a proven track record of providing comprehensive financial planning to a diverse clientele.  He is responsible for the firm’s delivery of financial planning advice, advisor training, and thought leadership.

Paul started his career in financial services in 2000 as a financial advisor with, what was known at the time as, The Sorce Financial Group.  In 2001, The Sorce Financial Group would become known as HBKS Wealth Advisors following the merger with Hill, Barth and King, one of the nations’ largest accounting firms.

Before rejoining HBKS Wealth Advisors in 2024, Paul held key positions at PNC Private Bank, where he honed his skills in financial planning, advanced estate planning, and client relations. His most recent position was as Senior Vice President and Senior Relationship Strategist.  Paul coordinated a team of advisors and resources to assist clients and families pursue the peace of mind that comes from knowing that the important aspects of their financial life are thoughtfully orchestrated.  Previously, Paul served as a Senior Wealth Strategist providing advice on complex estate and other financial issues giving him a high level of technical experience in estate, tax, and wealth planning.  During his tenure, he also served on several corporate committees and was chair of the Retirement Planning National Practice group and a voting member of the Planning Policy Committee.

Paul graduated with a Bachelor of Arts from Mercyhurst University.  Paul also holds the Certified Financial Planner™ designation.  He resides in Fairview, Pennsylvania with his wife, Brittany, two children, Hudson and Callan, and two dogs.