DTaylor Group
The DTaylor Group Story
The foundation of our firm based on over 30 years in the financial services industry. This experience crosses multiple channels - brokerage, investment management, institutional, and high net worth - working within large and small organizations.

The rapid evolution within financial services and the blurring of the lines between previously distinct industry channels puts DTaylor Group in unique position. Organic growth is a greater challenge in this environment, yet is vital to the long-term sustainability and success of financial services firms. We are able to stay in front of industry changes and guide firms in integrating processes and best practices across all facets of their business to maximize their organic growth capabilities.


 
Everything is fine, until it isn't. A solid, evolving plan and executing the process with excellence are key elements to controlling your future.
Drew Taylor
About Drew
Drew was drawn to the financial services industry while in high school. He was fortunate to be mentored by a prominent local business executive in one of his first teenage jobs. During that same time he learned of the costly financial mistakes that several family members made over the years. These experiences prompted his fascination with gaining the knowledge and insight to help both family and others to avoid financial pitfalls and more successfully achieve financial well-being.

Drew earned his MBA and BS degrees from the Marshall School of Business at the University of Southern California.He spent 20 years in various leadership roles at the Capital Group/American Funds to include developing and leading an institutional analysis and business development group as well as forming and leading American Funds' RIA and Bank Trust distribution efforts nationally. Drew spent the following four years running the strategic, growth, and business development efforts for a multi-billion dollar RIA in Southern California.

He is an engaging speaker and consultant helping wealth advisors and investment managers execute growth strategies. His ability to develop business development strategies, implement focused sales processes, and effectively coach teams led to consistent high-level organic sales growth throughout his career.

 Outside of work he enjoys spending time with his family, in addition to attending sporting events and museums. An avid baseball fan, Drew has volunteered as a youth softball coach and serves as a career mentor through his alma mater.