Education & Certifications
  • Certified Financial Planner (CFP®)
  • BA in History, College of the Holy Cross

Taylor Stathis, CFP®

Senior Client Relationship Manager

Sincere, Insightful, Self-Starter

Taylor is a key resource for GM Advisory Group’s clients, serving as a direct point of contact and addressing a variety of their unique needs. Her background in communication and service informs her innovative and caring approach to maintaining responsible relationships. In her role, Taylor prepares client reports and works to facilitate exceptional deliverables and communications to meet every client’s needs while maintaining GMAG’s standard of excellence and professionalism.

Sports and growing up with three siblings taught Taylor to be a team player. She works closely with the Client Services Team, where her colleagues have come to rely on her dependability and go-getter attitude. Prior to joining GMAG, Taylor worked as the national sales coordinator at Branded Cities Network in New York City, providing support for the national account executives selling iconic billboards. 

Taylor recently moved to Florida, where she continues to serve our clients, especially those located in or visiting the area. She is an avid tennis player and enjoys spending time on the beach with her friends and family.