Taylor Lowery brings a versatile professional background to the team, beginning with two years as a trader at Vanguard, where she managed stock, bond, and CD transactions alongside complex account oversight. She further sharpened her financial expertise during two years at Wells Fargo, specializing in case management, underwriting, claims, and the resolution of escalated complaints for brokerage and retirement accounts. With additional experience in non-profit project management and a specialized academic foundation including an MS in Social Work and a BS from UNC Charlotte, Taylor combines technical proficiency with a unique perspective on client advocacy. She is fully credentialed with her Series 7 and Series 63 licenses.