Shawn Taylor is a registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
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Fee Structure
Location
10401 N Meridian St, Ste 130, Carmel, IN, 46290-1090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shawn is the owner/proprietor of 20/20 Wealth Management of Raymond James since 2021. He dedicates a few hours per week to this business as an investment advisor.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations25 states
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