KeatsConnelly, an award-winning, Phoenix-based wealth management firm that specializes in managing the complexities of accumulated wealth as well as US/Canadian cross-border planning, has named Sally A. Taylor, CPA, PFS, its newest staff planner.
Taylor, a northeast Phoenix resident, will be responsible for helping clients manage the complexities of accumulated wealth as well as US/Canadian cross border financial planning issues. Taylor obtained her degree in accountancy from John Carroll University and is pursing a Master of Science degree in financial planning through the College for Financial Planning. Taylor is a member of the American Institute of CPAs (AICPA) and the Financial Planning Association.
Keats, Connelly and Associates is a wealth management firm with offices in Arizona, Florida and Michigan. The firm specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all financial records and accounts. KeatsConnelly’ fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests at all times while avoiding any potential conflict of interest with commissions. For more information on Keats, Connelly and Associates, please visit www.keatsconnelly.com.
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