Kelley Taylor, CFP®

Kelley provides personalized planning and investment guidance to individuals and families navigating the transition into retirement and beyond. She develops tailored strategies aligned with each client’s long-term goals, with a focus on preserving and growing what they have worked so hard to build, while fostering lasting relationships that adapt alongside life’s changes. Her client-first approach ensures every individual feels informed and confident at each stage of their financial journey. Kelley also collaborates closely with estate attorneys, elder care professionals, and insurance consultants to ensure clients have access to a well-rounded network of expertise.

Kelley holds a key leadership role on the investment advisory services team and mentors junior advisors, drawing on a wealth of experience across client service, operations, and reporting. Her deep familiarity with the firm’s full range of services enables her to guide clients with confidence and consistency.

Kelley joined the firm in 2006 and has built her career here ever since. She holds a Bachelor of Science in Business Administration with a concentration in Finance from Drexel University and earned her CERTIFIED FINANCIAL PLANNER® designation through the College of Financial Planning.

Outside the office, Kelley enjoys baking and traveling. She is a devoted cat lover and Phillies fan, an active alumnae member and advisor for Alpha Sigma Alpha Sorority at Drexel University, and volunteers with the Haverford Township Adult School in support of lifelong learning in her community.