Taylor Funke
Jacksonville,FL
Summary
Results-oriented IAR driven to understand client goals and priorities to build tailored financial plans. Has a strong willingness to meet objectives, take on more responsibilities, and learn. Excellent public speaking skills with experience in delivering firmwide and regional presentations on a consistent basis. Committed to building an accomplished practice and helping grow new talent for the success of a firm.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Associate
49 Financial
03.2024 - Current
- Advise high-net-worth clients through understanding their goals and delivering with tailored strategies.
- Maintain knowledge of a variety of investment options and their ability to work for clients.
- Administer account transactions and respond to customer inquiries.
- Build systems to continue growing book of business.
- Deliver firm-wide presentations.
- Mentor and coach new advisors.
- Best in Class Associate of the Quarter (Q1 2025), selected first out of thirty colleagues
Financial Professional
49 Financial
06.2023 - 03.2024
- Networked to identify qualified prospects and onboard them as clients.
Education
B.S. - Business Administration, Minor in Economics
Stevenson University
Owings Mills, MD05-2023
Skills
- Investment Strategies
- Tax Strategies
- Risk Management
- Data Analysis
- Project Management
- Prospecting
- Client Relations
- Talent Evaluation
- Coaching
- Public Speaking
Certification
- Series 65
- Series 63
- Series 6
- SIE
- FL 215 (Life, Health, Annuity)
Community Engagement
Assistant Varsity Lacrosse Coach @ Episcopal School of Jacksonville (2024,2025)
- Helped lead the program to its first regional final birth in 2025.
- Was selected to be defensive coordinator in 2025. As a first year coordinator the defense allowed 5.2 goals a game, a 32% improvement from the prior season.
Timeline
Associate
49 Financial
03.2024 - Current
Financial Professional
49 Financial
06.2023 - 03.2024
B.S. - Business Administration, Minor in Economics
Stevenson University
Similar Profiles
Cameron McIlhennyCameron McIlhenny
Associate Financial Planner at 49 FinancialAssociate Financial Planner at 49 Financial
Billy FletcherBilly Fletcher
Associate at 49 FinancialAssociate at 49 Financial
Julia MorrowJulia Morrow
Leadership Support Associate at 49 FinancialLeadership Support Associate at 49 Financial
THOMAS MitchellTHOMAS Mitchell
CEO at TJMitchell TruckingCEO at TJMitchell Trucking
Mohammad Rizwan QamarMohammad Rizwan Qamar
Sr. Director Global Quality at Next ScienceSr. Director Global Quality at Next Science