Taylor Seiling (CDFA, CFP®)

Taylor Seiling focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Business Owners
- Charitable Giving
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- LGBT Couples and Families
Planning Specialties
Tayor has spent over 15 years helping clients make smart financial decisions as they navigate complex financial issues such as retirement, investments, tax and estate planning. He works with clients from a wide variety of personal and professional backgrounds, but focuses his practice on attorneys, corporate executives and business owners.
Additional Information
Taylor is a Director, Client Advisor at Sullivan Bruyette Speros & Blayney (SBSB). He joined the firm in 2006 and has a BS degree in Consumer Science with a concentration in Personal Finance from the University of Wisconsin-Madison. Prior to joining SBSB he worked with a fee-based firm in Towson, MD and held internships in college with wealth management firms in Madison, WI. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce FInancial Analyst® professional. He is a member of the Financial Planning Association (FPA), National Association of FInancial Advisors (NAPFA) and Northern Virginia Estate Planning Council (NVEPC).
NAPFA Start Date
April 16, 2018