Taylor’s Approach
Taylor H. Brown
CFP®
Financial Advisor
Overview
Taylor Brown serves as a financial advisor in Savant’s Birmingham, Alabama, office, where he focuses on helping physicians and business professionals build clarity and confidence in their financial future. A CERTIFIED FINANCIAL PLANNER® professional, Taylor guides clients through comprehensive financial planning, including wealth transfer, philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
He entered the financial services industry in 2014 and began working at Savant when Bridgeworth joined the firm in 2023. His leadership extends beyond the office. He serves as chair of the Financial Planning Association of North Alabama and remains active in the Birmingham community as a member of the Rotaract Club of Birmingham. The Birmingham Business Journal recognized him as one of the 2019 Rising Stars of Money1 and as a 2020 NextGen BHM2 award winner.
Taylor earned a bachelor’s degree in biomedical sciences with a minor in business from Auburn University in Alabama. He and his wife, an internal medicine–pediatric physician at the University of Alabama at Birmingham, live in Vestavia with their two daughters.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Auburn University
Bachelor of Science in Biomedical Sciences with a minor in Business
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Financial Planning Association of North Alabama – chair
- Rotaract Club of Birmingham – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
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.
1 2019 Rising Stars of Money: The Rising Stars of Money honor the next generation of leaders in the banking, finance, and wealth management industries in Birmingham. The awards, presented by the Birmingham Business Journal, honor individuals 30 or younger who are already making waves in the industry. Honorees are selected based on their contributions to their companies, their role in the industry, the likelihood of them becoming a key leader in the field and their role in the community. An editorial panel at the BBJ selected the winners. Savant did not pay a fee to be considered for this award.
2 2020 NextGen BHM: The NextGen BHM: Money honors the next generation of leaders in the accounting, banking, finance, and wealth management industries in Birmingham. The awards, presented by the Birmingham Business Journal, honor individuals 30 or younger who are already making waves in the industry. Honorees are selected based on their contributions to their companies, their role in the industry, the likelihood of them becoming a key leader in the field and their role in the community. An editorial panel at the BBJ selected the winners. Savant did not pay a fee to be considered for this award.