Prior to joining Sage Mountain, Taylor spent seven years at Merrill Lynch, where she was an Assistant Vice President in the Private Wealth Management Division. In that role, she specialized in providing tailored solutions for ultra-high net worth families, helping them to navigate complex financial landscapes and achieve their long-term goals.  Her experience ranges from investment analysis and portfolio management to tax planning, cash flow strategy and generational wealth transfer.

Taylor holds a BA in Economics from Princeton University where she was senior captain of the women’s basketball team. She also has her MBA, with a concentration in Finance, from the Georgia Institute of Technology and holds the Chartered Retirement Planning Counselor designation. Taylor serves as Strategic Advisor at Preface, a nonprofit focused on jump-starting childhood literacy and is an active member of the Princeton Club of Georgia. She and her husband, Casey, live in Sandy Springs with their dog, Milly.