Taylor Hart, CFP®, CPFA®
Taylor Hart, CFP®, CPFA®, serves as the President, Founding Partner, and a Client Advisor at Steadmont Advisors in Birmingham, AL. Taylor holds the coveted designations of CERTIFIED FINANCIAL PLANNER™ and CPFA® (Certified Plan Fiduciary Advisor). He plays a pivotal role in managing investment portfolios, overseeing the firm’s operations, and helping clients determine, solve for, and implement solutions to reach their short-term and long-term financial goals. Taylor’s expertise and commitment to excellence was highlighted in his most recent honor as the #1 advisor in Alabama on the “Best-In-State Next-Gen Wealth Advisors” list by Forbes in 2023.
Taylor’s journey in financial services began in 2007 and has been extensive. Taylor started as an intern at Wachovia Securities in 2007 where, in 2008, he joined in a full-time role as a client service associate with a large financial advisory team. For 3 years, he learned the ins and outs of every part of the financial advisory business, from operations, to investments, and client service. In 2011, after the team moved to Merrill Lynch, Taylor took on the role of portfolio manager for the team and ultimately began servicing relationships as a financial advisor. Taylor’s experience has equipped him with a unique perspective and deep understanding of wealth management, helping him to create a tailored approach for each client’s individual needs.
Taylor is a proud graduate from Samford University Brock School of Business. He is deeply involved in the community, serving on the board of Carrywell, a local charity that helps families that are in need during times of infertility and loss. He enjoys cooking, golf, long-distance running, and spending time in the beautiful great outdoors that Alabama and the southeast offer. Taylor also enjoys spending time with his family – his wife, Jen, and their two daughters, Rory and Ellis.
The 2023 Forbes Next-Gen Wealth Advisors Best-In-State ranking, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 8/8/2023. Neither Steadmont Advisors nor any of its advisors pay a fee in exchange for this award. Please see www.forbes.com for more information.