Wildes Financial Strategies, Inc

Brian Taylor is a financial advisor at Wildes Financial Strategies, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he served in the United States Marine Corps for 29 years. Wildes Financial Strategies provides investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm manages approximately $117 million in discretionary assets and offers portfolio management alongside financial planning and consulting services.

Jeffrey Wildes is a CFP® professional with 26 years of industry experience, currently serving at Wildes Financial Strategies, Inc. since 2012. He previously worked with Raymond James Financial Services from 2012 to 2017. Outside of advising, he co-manages a family-owned property through a partnership. Wildes Financial Strategies provides investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm manages approximately $117 million in discretionary assets across about 360 client accounts and sponsors its own wrap-fee program, employing a mix of technical and fundamental analysis along with modern portfolio theory in client portfolio management.

Manuel Salazar is a financial advisor at Wildes Financial Strategies, Inc with the PFS™ designation and two years of industry experience. He has been with Wildes Financial Strategies since 2023 and has served as a professor of accounting and finance at William Jessup University since 2011, teaching undergraduate and graduate courses remotely. Wildes Financial Strategies provides investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm manages approximately $117 million in discretionary assets across about 360 client accounts and offers ongoing portfolio management along with financial planning and consulting services.