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Craig T
CFP®, Series 63
Simsbury, CT
Gradient Advisors, LLC
Craig Taylor is a CFP® with five years of industry experience, currently serving as a financial advisor at Gradient Advisors, LLC. He has prior experience at Cardinal Financial and Caliber/New Rez, with a long background as a self-employed insurance agent. Outside of Gradient, Taylor is the owner and Investment Advisor Representative of Pathway Wealth Strategies LLC, where he provides advisory and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.
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