Steve Taylor, CMT, CFP®, CIMA®

Steve Taylor is an Managing Director, Senior Portfolio Management Director, Alternative Investments Director and Financial Advisor with Morgan Stanley in Baton Rouge, LA. For over 25 years, he has helped a diverse group of clients overcome their most complex financial challenges and achieve their most sought-after financial goals with customized and comprehensive financial plans.

Receiving both his Bachelor of Science degree in Business and his Master of Science degree in Finance-Investments from Louisiana State University – Steve went on to enter the financial industry in 1993 with Morgan Stanley, and he has remained with the firm ever since. In addition to a long tenure as a financial advisor, he has also previously served as the Branch Manager for multiple offices in the Baton Rouge area. In that role, he oversaw as many as 50 advisors at a time over the course of ten years, helping them to address their clients’ most pressing challenges.

Always looking to better his offering to his own clients, Steve has undertaken a suite of intensive certification programs, including: Certified Financial Planner^®, Certified Investment Management Analyst^® (The Wharton School of Business), Chartered Market Technician^®, and Senior Portfolio Management Director.

Steve believes that unique needs require unique strategies. That’s why he works closely with each and every client to ensure that their financial plans address their specific objectives, challenges, and circumstances. With his deep experience, commitment to education, and access to Morgan Stanley’s global resources – he is able to help clients across a wide range of needs. From legacy planning, to tax management, to charitable giving, and much more. In recognition of his sustained excellence and client commitment, Steve has been named as a Best-in-State Advisor by Forbes in 2019, 2020, 2021, 2022, 2023, and 2024.

Outside of the office, Steve is an active member of the Baton Rouge Rotary Club and a parishioner at St. Aloysius Catholic Church. Previously, he has served on the Parks and Planning Committee for BREC and volunteered with Junior Achievement. In his free time, he enjoys fishing, golf, reading, and rooting on LSU sports teams.

Disclaimers:
2019-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (2019-2024). Forbes Best-In- State Wealth Advisors ranking awarded in 2019- 2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in June of the previous year the award was issued having commenced in June of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Smith Barney LLC. Member SIPC.

Client care is my top priority. For me, that means always doing what’s in your best interest. It means articulating and executing a carefully crafted financial plan. It means investing according to your specific goals, needs, timelines, and risk appetites. It also means going out of my way to be a comprehensive resource for you and your family.

Knowledge is a powerful tool. Just like I try to educate myself every day to help better serve you, I also try to share my knowledge whenever I can. Particularly when I’m working with multigenerational clients. I’ll help your spouse, adult children, and even grandchildren become familiar with budgeting, goal setting, and retirement saving. For families, my aim is not just to help pass on your wealth, but help protect it generation after generation.

Other times, I’ll have a client come to me seeking more specific advice. Wondering if it’s the right time to purchase a second home, for instance, or looking for ways to expand their charitable giving. I’ve had clients looking to be connected with a trusted accountant or attorney.

In other words, I’m here for you, for whatever and whenever you need.

When people ask me who I work with, I’m proud to say that I have clients from all walks of life. I work with people who represent a wide array of different backgrounds. From small business owners and doctors, to young families and retirees with great grandchildren, my clients represent a diverse group with equally diverse objectives.

Some live right here in Baton Rouge, others live out of state. Likewise, some have been with me since the beginning of my career, while others I’ve just started working with.

For each and every one of my clients, I strive to provide the same elite service. This is backed not only with the full extent of my experience and skillset, but also with the industry-leading resources of Morgan Stanley.

Trust – that’s the true foundation of all my client relationships. For me, it’s something I believe I have to earn over and over again, each and every day, through actions big and small. This job is about helping people. That’s why I do it. That’s why I love it.