AS YOU SEE IT
As financial professionals, we’re well versed in the technical aspects of our work and well aware of the value of practiced skill, but it’s our relationships with our clients that give us purpose.
Shawn P. Taylor First Vice President, Investments Investment Management Consultant
Shawn educates clients as he makes their goals his own, and strives to offer the highest level of personalized service.
Thanks to his training as an investment analyst and more than 20 years as a wealth advisor, he offers his clients a combination of professional experience and tactical expertise. Relying on this varied background, he develops customized wealth management strategies, and has a fondness for distribution planning.
Prior to joining Raymond James in 2009, Shawn served 11 years as an analyst and an investment advisor with Smith Barney.
Shawn holds a Bachelor of Science from the Miller College of Business at Ball State University, where he studied marketing and economics. He holds several professional licenses including Series 7, 63 and 65 licenses. He also holds variable life, annuity, accident and health insurance licenses.
A lifelong resident of Hamilton County, Shawn lives in Noblesville with his family.
Wendy Polley Senior Registered Client Service Associate
Wendy joined the financial services industry over 20 years ago, beginning her career with Smith Barney. She has been working alongside Shawn Taylor since 2006 and transitioned to Raymond James with him in 2009. She currently holds her Series 7, 9, 10 and 63 licenses. She received the Raymond James Sales Associate Bronze Club status in 2017 and 2018 and the Silver Club status in 2019*.
Wendy is committed to earning and keeping her clients’ trust. She strives to provide each client with the highest level of service and makes them all a top priority.
Wendy lives in the Franklin area with her husband, Kenny. In the summer, she can usually be found by the pool with friends and family. She likes to spend the rest of her spare time with her three granddaughters and/or five adult children.
* Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
