Taylor J. Thomas

CFP®

Taylor Thomas is a Director, Wealth Advisor with Round Table Wealth Management.  He is responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships.  He is experienced in working with High-Net-Worth individuals and families, and has been in the independent financial advisory field for over 10 years. 

He is a graduate of Ramapo College of New Jersey with a Bachelor of Science in Business Administration with a concentration in Finance.  He completed the Financial Planning certificate courses at New York University and holds the CERTIFIED FINANCIAL PLANNER™ designation.  Taylor is a member of the Estate Planning Council of Bergen County located in New Jersey.  He enjoys competing in various athletic competitions including triathlons and marathons.