Caylie Taylor

VP, Financial Consultant

Charles Schwab & Co., Inc.

#bcn-panel--media--3370{display: none !important;}

Education

Masters in Nonprofit Administration, Lindenwood University

Masters in Theological Studies, Urshan Graduate School of Theology

Bachelors in Christian Ministries, Urshan College

Caylie shifted into the world of financial planning after working in non-profit administration and today she is a VP, Financial Consultant at Charles Schwab & Co. Inc. Armed with the CERTIFIED FINANCIAL PLANNER™ designation, Caylie is passionate about bringing people along on their financial education journey and giving them the tools they need to help move forward in their financial lives. She, her husband, and their two dogs love to hike and have a goal to visit all the national parks.

Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested