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Taylor C
Series 66
Syracuse, UT
Liberty Point Financial LLC
Taylor Carlson is a financial advisor at Liberty Point Financial LLC with one year of industry experience. He previously worked at Edward Jones for two years and has a background that includes roles at The Corporation of the Church and Monson and Monson Roofing. Outside of advising, Carlson is involved in local community activities including co-owning a business that organizes scavenger hunts to promote outdoor activities in Utah and coaching freshman and sophomore football. Liberty Point Financial LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm uses a long-term, fundamental approach to build diversified portfolios primarily composed of low-cost mutual funds and ETFs, while also offering financial planning and regular account reviews.
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