Michelle L. Taylor, CRPC®

Advisor

Michelle L. Taylor joined Luma Wealth as Advisor in 2017 and brings more than 20 years of wealth management experience to the team. In her role, she is responsible for both client deliverables and managing client relationships.

Michelle’s experience and strategic skill set make her particularly adept at working within Luma’s women’s division, Luma Wealth Advisors, to help grow its footprint.

Michelle worked at Charles Schwab & Co., most recently as Vice President and Branch Manager of the Legacy Village office, as well as Fidelity Investments in a number of roles.

She is a CRPC designee and a graduate of the University of Kentucky School Of Business. Michelle lives in Lorain with her husband Nathan and their daughter. In the warmer weather, she enjoys spending time boating on Lake Erie with family and friends.

Luma Wealth Advisors - Professional Michelle Taylor