The Brown & Taylor Group of Truist Investment Services, Inc. The Brown & Taylor Group of Truist Investment Services, Inc.

The Brown & Taylor Group of Truist Investment Services, Inc.

26731 S Tamiami Trl

Bonita Springs, FL 34134-4339

Who we are

The Brown and Taylor Group of Truist Investment Services, Inc. is a team of financial services professionals committed to delivering solutions rooted in diligent analysis and thoughtful planning. Through our team of Advisors and Consultants, and through consistent application of our processes, we have the experience and capacity to address a wide array of issues in the areas of estate planning and asset titling, investment planning, investment management, philanthropic giving, and risk management. We are committed to our craft and care deeply about our clients living their lives with confidence in their financial condition.
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Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Mark Taylor
Mark Taylor
Financial Advisor
Erin Powers-Westendorf
Erin Powers-Westendorf
Registered Client Service Associate
Melissa Portilla
Melissa Portilla
Client Service Associate
The Brown & Taylor Group follows a disciplined process of assessing a client’s situation through financial planning, determining investment strategy based on client risk tolerance and current and future income needs, forming and executing appropriate investment strategies, and regular portfolio evaluation and rebalancing. The group also consults on risk management and risk transfer, multigenerational wealth planning and estate strategies, liabilities management, and other critical financial matters.
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