Monica Taylor
Monica Taylor is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Elizabethtown, KY, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
Elizabethtown, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Monica is a co-owner of Duck Duck Goose-Bowling Green, LLC, which has been sold but she is receiving payments. She is also a silent partner in Taybury Media LLC, owns rental property through EME Properties LLC, serves on the Women's Fund of SCKY advisory board, and is a consultant for Beautycounter skincare products, dedicating minimal time to these activities.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations44 states
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