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Monica Taylor, CFP®

Monica Taylor, CFP®

Associate Financial Advisor | Assistant Vice President

270-781-1691

mptaylor@rwbaird.com

Monica joined The Vitale Group in 2018 and brings over 20 years of financial services industry experience.  After graduating from Western Kentucky University with a degree in accounting in 2000, she went on to earn her MBA from WKU with an emphasis in Tax and Finance and received her CERTIFIED FINANCIAL PLANNER® certification in 2012.

 Monica works closely with advisors to assist clients of all ages in developing and implementing wealth management plans for individuals, families, small businesses, and corporate retirement plans. She is passionate about helping women and young investors realize the importance of their financial wellness and planning for their future.

 Monica is an active volunteer in her community and is a founding member of The Women’s Fund of South-Central Kentucky, which is dedicated to making a positive impact to the lives of women, children, and families. She and her husband Eric live in Beaver Dam, KY with their daughter, two dogs and a rabbit. They love to travel and attend WKU sporting events.