I am a seasoned financial advisor with more than 20 years of experience in helping investors reach their goals. Originally from Jamaica, West Indies, I have resided in Nassau County since 1987. I began my career in the banking industry and joined Edward Jones as a financial advisor in 2000. In 2010, I became a limited partner with the firm. In addition to being a financial advisor, I also serve as the area diversity, equity and inclusion leader. I hold both the AAMS® and CRPC® professional designations.
Using customized investment strategies, I help individuals and businesses achieve their financial goals. I partner with my clients, guiding them through life and investment decisions, to help them have confidence in their futures. I provide clear explanations of recommended investments, timely updates on market conditions and volatility, and transparency on costs.
I am passionate about serving a variety of clients, especially banking and healthcare professionals, investors approaching retirement, and women professionals who appreciate full-service financial advice. Licensed in multiple states, I am proud to serve clients and their loved ones nationwide.
Within my community, I have served as president of the Chamber of Commerce and Hempstead/Uniondale Rotary Club and as a board member of Central Nassau Rotary and Alzheimer’s Association. I am active with the Caribbean American Chamber of Commerce, Black Women Enterprise and the Christian Cultural Church in Brooklyn.
I was named a “Premier 2020/21 Business Woman Of Long Island,” “Top 20 Influential African American Women in Business,” “Business Visionary,” and 2014 “Small Business Person of the Year.” I was also given the “Spirit of Caring Award,” a peer-nominated honor given to a financial advisor who exemplifies giving back.
I welcome both first-time and experienced investors. Contact my office to learn more about how my team and I can help you achieve your financial goals. We look forward to meeting you.
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
Office Address365 Hempstead Avenue
West Hempstead, NY 11552
Phone NumberMarie L Taylor at (516) 538-4338
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