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Kelsey T

Series 63, Series 66

McKinney, TX

Equitable Advisors

Kelsey Taylor is a financial advisor at Equitable Advisors with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Equitable Advisors since 2018. Prior to her current role, she was employed at AXA Advisors and has experience in pediatric therapy and higher education. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models and third-party asset managers to tailor strategies based on client risk tolerance and financial goals.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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