Taylor Gilmore
Advisor at Morgan Stanley
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Morgan Stanley
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wichita, KS 67206
Credentials
CFP®, Series 66
Industry experience
11 years
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.
Based on Morgan Stanley
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
1617 North Waterfront Parkway, Suite 200
Wichita, KS 67206
Kansas · Texas
Morgan Stanley Smith Barney LlC
2026 - Present (1 year)
BANK of AMERICA, N.A.
2014 - 2026 (12 years)
Merrill
2014 - 2026 (12 years)
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Is not active or affiliated with:
Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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