Taylor Bauerband is a financial advisor with G. Douglas Wealth Management in Toms River, NJ, holding Series 63 and Series 66 licenses and having three years of industry experience. Her background includes roles at several financial and advisory entities, alongside entrepreneurial activities such as designing and selling crafts and working as an event planner. She is also licensed as a life and health insurance producer. G. Douglas Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, and to retirement plans. The firm emphasizes discretionary portfolio management using SEI-sponsored sub-advised programs, estate and legacy planning, and offers co-advisory arrangements along with periodic reporting and rebalancing guidance.

Douglas Bauerband is a financial advisor with G. Douglas Wealth Management in Toms River, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at San Blas Securities and TFS Securities, along with operating his own advisory and insurance businesses. Outside of advising, he serves as a trustee and finance committee member for a nonprofit senior care community and is the author of several books on wealth and retirement planning. G. Douglas Wealth Management is a small firm serving individual and high-net-worth clients as well as retirement plan sponsors. The firm provides discretionary portfolio management primarily through third-party SEI-managed programs and offers comprehensive and hourly financial planning services.