The people at Crestone, whether it is clients, colleagues, investment managers or other professionals, create an incredibly special and unique ecosystem.
Senior Client Advisor
Taylor Davison
As part of the Crestone Advisory team, Taylor provides a variety of wealth management services for Crestone clients, including financial analysis, portfolio implementation planning and asset allocation.
In addition, Taylor spends a significant amount of time conducting market research and working with Crestone clients to ensure their wealth management needs are met.
Before joining Crestone in 2007, Taylor worked in the accounting department at Great Eastern Mussel Farms Inc. While there, she improved the efficiency of the department, updated costing reports, and prepared grant proposals.
Taylor received a Masters of Business Administration degree from the Leeds School of Business at the University of Colorado. She earned her Bachelor of Arts degree with a double major in Economics and Spanish from the University of Colorado. At the University of Colorado, Taylor participated in a year-long international studies program in Sevilla, Spain through the Center for International Education Exchange. Taylor is a FINRA Registered Representative holding Series 7 and 66 licenses.
Apart from Crestone, Taylor is actively involved in building long-term, life-changing relationships with at-risk urban youth as a Board of Director for Colorado Uplift. Taylor is a Crestone Foundation Committee Member, which was formed in 2009. The Foundation’s goals are centered on improving lives and empowering individuals, promoting entrepreneurism, and supporting community development.
What do you enjoy most about wealth management?
The variety. We do so many things for our clients and no client family is the same. While I've built a solid foundation, the learning is constant!
What is the biggest challenge of working in wealth management?
The emotional nature of the investment markets and of investors. We're all programmed to make poor investment decisions (buy high and sell low) and helping our clients maintain this discipline can be challenging.
What is your favorite book or what’s the most influential book you’ve read?
My favorite book of late has been Boys in the Boat, but a more influential book I read during grad school was Great by Choice (by Jim Collins).