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William Taylor

Client adviser , Alex. Brown, a division of Raymond James

William Taylor thinks about fulfillment a lot. As client adviser at Alex. Brown, he helps clients think through their aspirations. “Most people come to us and say, ‘How are you going to make me more money?’” he said. His reply: “Is what you want really more money? Or do you want your money to work for you in a way that makes your life more fulfilling?”

Taylor began working in financial services 11 years ago at Merrill, and accepted a job with Alex. Brown in 2021, working at offices in Winston-Salem, North Carolina and in Florida (he lives in St. Petersburg). At 33, he says his age often works in his favor when working with his clients, many of whom are entrepreneurs and doctors: “They’re looking for someone that can be with them for the rest of their life,” Taylor said.

In his personal life, fulfillment is also top-of-mind. He served previously on the board of Winston-Salem Street School, which serves at-risk youth; and he and his wife, Kat Kesty, who is a dermatologist, have sponsored medical mission trips around the world. “As a family, we’re always trying to give back,” he said.

— Kate Silver