Taylor Gilmore

Advisor at Morgan Stanley

Updated today

Location

Wichita, KS 67206

Credentials

CFP®, Series 66

Industry experience

11 years

About

Taylor Gilmore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant life transitions such as retirement, inheritance, or the sale of a business. Taylor also provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy plans.

Taylor holds a Bachelor's Degree from Wichita State University, where he was a member of the baseball team. He carries the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His client focus includes college education planning, divorce transition planning, executive and equity compensation, family wealth management, services for endowments and non-profits, managing new wealth, sports and entertainment, and retirement income strategies.

He is actively involved in community organizations including Knights of Columbus, March of Dimes, National Multiple Sclerosis Society, and St. Catherine of Siena Men's Club. Taylor’s personal interests include baseball, basketball, cooking, football, golfing, traveling, and watching movies.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Concentrated stock management Liquidity event planning Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.)

Occupation focus

Executive

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

1617 North Waterfront Parkway, Suite 200

Wichita, KS 67206

Most active in

Kansas · Texas

Work history

Morgan Stanley Smith Barney LlC

2026 - Present (1 year)

BANK of AMERICA, N.A.

2014 - 2026 (12 years)

Merrill

2014 - 2026 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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