Trevor T. Taylor, CFP®, Investment Advisor Representative
Trevor began his career in 2007 with Raymond James & Associates in Sarasota, FL. After a few years Trevor saw the benefit of working as an independent advisor, and ultimately joined the Accurate Advisory Group. Trevor’s primary mission is to help clients identify goals and then provide solutions so those goals can be realized. Trevor works closely with a client’s accountants and estate attorneys to streamline service and maximize efficiency. Trevor is a CERTIFIED FINANCIAL PLANNER™ Professional*.
Outside of work, Trevor is an avid fisherman and enjoys spending time with his wife and three children.
Trevor is based in Sarasota at the address below:
*The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Local: (813) 994-0984
Toll Free: (866) 241-8078
Fax: (813) 907-6738
2211 Ashley Oaks Circle
Wesley Chapel, FL 33544