Taylor Ranker II is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Kestra Advisory, Kestra Investment Services, and Royal Alliance. He is also the CEO of Questmont Virtual Family Office, a registered investment advisory firm.
Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing both internal management and third-party asset managers with a long-term investment approach.