Garrett Taylor, CRPC®
Managing Partner & Financial Advisor
Corporate Headquarters- Port Jefferson, Garden City, Toms River
Garrett Taylor has a remarkable track record of growth. He founded both Coastline Wealth Management and sister company Advisor Successions in 2012. Over the last few years, his independent investment advisory practice has grown AUM from $20 million to approximately $750 million, predominantly through acquisitions. Advisor Successions holds a reputation as the leading national consulting firm for financial advisors and wealth managers interested in buying or selling financial advisory practices, overseeing the successful transition of billions of dollars in AUM.
Prior to founding Coastline Wealth Management and Advisor Successions, Garrett spent a decade with Ameriprise in a number of capacities from financial advisor to branch manager.
On a personal note, Garrett lives in Huntington with his wife Beth and three daughters. He enjoys spending time with his family, travelling and skiing. He also sits on the board of Make a Wish of Suffolk County, and thoroughly enjoys giving back to the community. Coastline sponsors a child annually and supports the funding for their wishes each year.
In 2020, Garrett received national recognition as a leader in the financial advice industry, being named to the InvestmentNews 40 under 40 list. Garrett was also a Freedom award recipient for the Independence Party. He has been recognized as a chairman with Kestra Financial since 2012, their highest distinction recognizing outstanding client service. Lastly Garrett is a founding member of the Long Island chapter of Entrepreneur Organization (EO), a global network of successful entrepreneurs.
Mr. Taylor holds a B.S. in Finance from Penn State University with a Certificate in Macroeconomics in Money and Banking. He also holds the designation of Chartered Retirement Planning Counselor (CRPC®).
Garrett Taylor was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. To learn more about Garrett Taylor, the other 2020 winners, awards and the luncheon please visit www.40under40inadvice.com. No fee was paid in exchange for this award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with InvestmentNews.