Robert Taylor

Robert Taylor is the Managing Partner at WealthPlan Partners, based in Allendale, NJ, where he leads multiple office locations and oversees the delivery of comprehensive financial planning and wealth management services for individuals, families, and organizations. His key responsibilities include managing advisory teams, driving client acquisition and retention, and ensuring strategic growth within the firm’s East Coast footprint.

Mr. Taylor specializes in holistic wealth management, portfolio management, retirement planning, and financial planning for high-net-worth individuals, family offices, and institutional clients. He is adept at managing multi-asset portfolios and guiding clients in sectors such as equities, fixed income, estate planning, and insurance solutions. Over his career, he has successfully overseen more than $12 billion in client assets and led teams of over 50 professionals at Fidelity Investments, where he held progressively senior roles culminating as V.P. Senior Branch Manager.

A CERTIFIED FINANCIAL PLANNER™ professional, Mr. Taylor holds securities industry certifications including FINRA Series 7, 9, 10, 63, and 66, and a Life & Health Insurance license. He earned his B.S. in Finance from Ramapo College of New Jersey and completed executive education at the Wharton School’s Securities Industry Institute. Recognized for his leadership, Mr. Taylor also serves on the Board of Governors for Ramapo College Foundation and has contributed significantly to advisor development and best practices in financial planning throughout his more than 29 years in the industry.