Cody Taylor is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals and families pursue their financial goals. Since joining Merrill in 2024, he has utilized his nearly a decade of experience in the financial services industry to provide personal and easy-to-understand financial strategies. Cody's approach involves understanding clients' short- and long-term goals to assist affluent individuals in managing their wealth effectively. He holds a Bachelor's Degree from Northern Arizona University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Cody's expertise includes areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization. His professional philosophy centers on uncovering what matters to clients and their families to create strategies that pursue their financial objectives. Outside of his professional role, Cody enjoys golfing, which he relates to financial planning through its emphasis on patience, strategy, and a long-term perspective. He resides in Lake Stevens, WA, with his wife and their son, Leonidas, with another child expected in December.