Taylor Walz

Client Services Associate

Taylor began her career in the financial services industry in 1988 with Kidder Peabody.  From there, Taylor worked for a northwest Regional Brokerage Firm Ragan MacKenzie where she obtained her Series 7 license.  She later moved, with a long-time colleague and business partner, to Morgan Stanley.  Just prior to joining LPL, Taylor had been working for a CPA and financial services company for 15 years.

As a Client Services Associate, Taylor is responsible for providing excellent customer service and is highly ethical, and committed to providing a high level of service. Taylor can quickly discern, and address client’s needs and she is an excellent addition to our team.

Taylor was born in Boise Idaho; however, she has lived most of her life in the Puget Sound area in Washington. Taylor lives in lower Phinney Ridge where she enjoys the close proximity to Green Lake.  She enjoys walking around the lake with her rescue dogs.  She also enjoys playing tennis, cycling, and considers herself an ardent Seahawks fan.

Education
Griffin Business College - Bellevue, WA

Community
Former long-time volunteer with People United for Pets