Jesse L. Taylor, CFP®

Jesse Taylor is a lifelong Pittsburgh native who earned his degree in Community Development and Applied Economics from the University of Vermont and spent two years working for a nonprofit in Burlington before beginning his career in the financial services industry. With experience across several financial institutions in the Pittsburgh area, he specializes in wealth management, multi-generational planning, portfolio optimization, and risk mitigation.

Jesse is passionate about helping clients navigate complex financial decisions and build strategies that align with their long-term goals. Through a thoughtful, relationship-driven approach that is grounded in trust, transparency, and long-term partnership, he strives to deliver personalized financial guidance that evolves with each client’s life and legacy.

Outside of his professional life, Jesse is an active ice hockey official and currently serves as president of the Western Pennsylvania Hockey Officials Association. He lives in Crafton with his wife, Alexa, and their two young children. They are proud members of Chartiers Country Club.