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Debra Taylor CDFA®, CPA, ESQ, PFS
Taylor Financial Group
795 Franklin Avenue |
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Debra Taylor, a lifelong resident of Bergen County, is the principal of Taylor Financial Group, LLC, a full service wealth management firm located in Franklin Lakes, NJ. Debra’s education and career has spanned many fields, and thus she is able to provide a multidisciplinary approach to the needs of her clients. Debra graduated from Drew University in three years with a B.A. in Political Science, magna cum laude. She received several honors while there, most notably, election to Phi Beta Kappa. Three years later, Debra graduated from Cornell Law School, where she was elected Book Review Editor of the Cornell Law Review and served as a teaching assistant. While at Cornell, Debra also served as Symposium Editor of the Harvard Journal of Law and Public Policy and received American Jurisprudence Awards for excellence in corporate law and trial advocacy. After graduation, Debra served as a law clerk to The Honorable John F. Gerry, Chief Judge of the U.S. District Court for the District of New Jersey. Debra then began practicing as an associate at one of New Jersey’s largest law firms, Riker, Danzig, Scherer, Hyland and Perretti, located in Morristown. While there, Debra engaged in many practice areas, including corporate law, insurance law, employment law and commercial litigation, working on behalf of large companies such as IBM, Johnson & Johnson and Valley Hospital. After several years of practicing law, Debra left to join her family’s tax and accounting practice, Azarian and Company, eventually becoming the sole principal. While at Azarian and Company, Debra advised clients on all types of tax matters, and successfully represented several clients on matters before the IRS. During this time, Debra also earned her CPA license and financial planning license for the State of New Jersey, and also obtained her insurance licenses. Debra is also a Certified Divorce Financial Analyst, having received specialized training in professional divorce analysis. Debra has been recognized as a top financial advisor and named to the LPL Financial Chairman’s Council, which is awarded to less than two percent of the firm’s 12,027 advisors nationwide (based on revenue generated). Today, Debra focuses exclusively on wealth management for high net worth individuals and families, corporations and tax exempt organizations. Debra takes a holistic approach to these areas, incorporating her legal expertise and tax background to provide integrated solutions to clients. Debra advises these clients in all areas, including investment management, insurance solutions, tax planning, retirement planning, and estate planning. Debra is often quoted in national publications such as Barrons, Smart Money, RIA Biz, and various trade publications. She is also a frequent lecturer at national conferences and a contributor to Horsesmouth, an on-line trade publication for financial planners. Debra lives in Franklin Lakes, NJ with her husband and three children. Debra is active in the community currently or having served on several boards, including the Franklin Lakes Board of Education, Montclair Kimberley Academy Strategic Planning Committee, Community Learning Center, and Drew University Alumni Board. She enjoys time with her family, jogging, tennis, travel and reading. |
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800.875.1760
