Will Taylor is a Managing Director and Private Wealth Advisor at Alex. Brown | Raymond James, where he leads a specialized team serving a select group of high-net-worth clients. His clientele includes C-suite executives, business founders and partners, professional athletes, institutional investors, and individuals navigating significant liquidity events.
With deep expertise in investment strategy and financial planning, Will is committed to helping clients make intentional, impactful decisions with their wealth. His mission is to empower individuals to use their financial resources to enrich their lives, support their families, and make meaningful contributions to the communities they care about.
Will graduated from the College of Charleston in 2011 and began his career in Merrill Lynch’s training program. He earned the CERTIFIED FINANCIAL PLANNER® designation in 2017. His work has received national recognition, including:
- InvestmentNews 40 Under 40 (2022)
- AdvisorHub’s 1000 Advisors to Watch – 250 Under $1BIL (2024)
- Forbes Top Next-Generation Wealth Advisors Best in State (2019, 2023, 2024, 2025)
In 2021, Will transitioned his practice to Alex. Brown, where he continues to serve clients nationwide. Based in St. Petersburg, FL, he works from the Raymond James/Alex. Brown international headquarters and enjoys life with his family.
Outside of his professional work, Will serves on the board of the Robert Irvine Foundation, a nonprofit founded by Celebrity Chef Robert Irvine. The foundation supports veterans, active-duty military, first responders, and their families through a variety of impactful programs and initiatives.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Each year InvestmentNews recognizes 40 industry professions under the age of 40 based on factors including accomplishments as exhibited by their credentials and achievements in their industry-related projects, contributions to the industry, quality of leadership within the financial advice field, and promise/commitment to the field. The nominees were all under the age of 40 when the honorees were announced. Over 1000 nominees were considered and 40 were chosen to receive the award in 2022. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.
The 2024 AdvisorHub 250 Advisors to Watch under $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 - 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years' experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 250 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.