Taylan Young
Financial Advisor
Direct:
(410) 972-3246(410) 972-3246
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Taylan is a Financial Advisor with the Talbot Group at Morgan Stanley. Since joining Morgan Stanley in 2016, he has dedicated himself to helping clients achieve their financial goals through comprehensive financial planning and personalized investment strategies. Taylan holds both the Series 7 and Series 66 licenses. He is well-equipped to provide expert guidance in financial planning, custom portfolio construction, long-term care, estate planning, and risk management through insurance planning.
Taylan believes that the foundation of effective financial advising is a strong, personal relationship with each client. He takes pride in understanding each client’s unique needs, goals, and values to ensure that the strategies he develops are both personalized and effective. By prioritizing trust and open communication, Taylan fosters long-term partnerships that empower his clients to make informed decisions with confidence.
Originally from Southern California, Taylan brings a unique perspective to his work, drawing on the diverse experiences and insights gained from his time on the West Coast. A graduate of California State University, Fullerton with a B.A. in Business Administration and a concentration in Finance, Taylan draws on his academic foundation to offer clients a broader and more informed approach. Now based in Annapolis, Maryland, he leverages his background to better understand and connect with clients. Taylan is passionate about creating tailored financial solutions that align with each client’s unique needs and aspirations, ensuring their well-being and peace of mind.
Outside of work, Taylan and his wife enjoy exploring new destinations, trying out diverse restaurants, and hiking in beautiful locations
Taylan believes that the foundation of effective financial advising is a strong, personal relationship with each client. He takes pride in understanding each client’s unique needs, goals, and values to ensure that the strategies he develops are both personalized and effective. By prioritizing trust and open communication, Taylan fosters long-term partnerships that empower his clients to make informed decisions with confidence.
Originally from Southern California, Taylan brings a unique perspective to his work, drawing on the diverse experiences and insights gained from his time on the West Coast. A graduate of California State University, Fullerton with a B.A. in Business Administration and a concentration in Finance, Taylan draws on his academic foundation to offer clients a broader and more informed approach. Now based in Annapolis, Maryland, he leverages his background to better understand and connect with clients. Taylan is passionate about creating tailored financial solutions that align with each client’s unique needs and aspirations, ensuring their well-being and peace of mind.
Outside of work, Taylan and his wife enjoy exploring new destinations, trying out diverse restaurants, and hiking in beautiful locations
Securities Agent: AL, NC, MI, ME, KY, IL, WV, WI, PA, NH, MD, MA, DE, TN, NY, WA, VT, OH, NV, NJ, CA, NE, FL, AK, SC, MO, MN, GA, NM, LA, ID, HI, DC, AR, RI, IA, CO, AZ, UT, TX, OR, IN, CT, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 2174290
NMLS#: 2174290
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
HELPING ACHIEVE YOUR DEFINITION OF SUCCESS
Our clients lead busy, fulfilling lives. They look to our team to provide sophisticated wealth management, as well as to simplify their financial decision making. We have structured our practice to serve both goals, and evolve with our clients as they encounter life changes.
- Retirement "What If" Scenarios
- College (529) Funding Analysis
- Unexpected Events
- Asset Titling & Estate Distribution
- Wealth Transfer Strategies: Annual Gifting, Gift & Estate Exemption, Generation Skipping Transfers
- Trust Planning: ILITs, GRATs, SLATs, IDGTs, Dynasty Trusts, Special Needs Trusts
- Cash Management & Capital
- Succession & Exit Planning
- Tax & Liquidity Strategies
- Intra-Family Transfer Techniques
- Securities-Based Lending
- Home Loans
- Donor Advised Funds
- Charitable Remainder Trusts
- IRA Qualified Charitable Distribution
- Life Insurance Review
- Long-Term Care Planning
- Creditor Protection
- Emotional and Financial Support
- Coordination with Attorneys
- Creditor Protection
- Graduating college
- Saving
- Buying a home
- Goals
- Preferences
- Risk tolerance
- Tax circumstances
- Income
- Capital gains
- Estate
Financial Planning
We'll help you understand the fundamentals of finance and put your resources to work so you can plan, invest and ultimately transition to retirement with confidence.
Estate & Legacy Planning Strategies
Guiding high-net-worth families with legacy planning and collaborating with external tax & legal advisors to execute estate planning strategies and integrate investment solutions.
Business Owners
Helping business owners with key strategic needs such as access to capital, plan administration and a variety of exit strategies.
Debt Management
A comprehensive wealth management plan often includes prudent borrowing to compliment your investment portfolio. Our lending services can help provide the necessary funding and flexibility as you manage potential opportunities or liquidity needs.
Charitable Gifting
No matter what your philanthropic ambitions, a Financial Advisor can help you translate good intentions into an impactful strategy by utilizing a variety of trusts, charitable vehicles and wealth management tools.
Insurance Analysis
A sound wealth plan requires more than seeking returns. It involves mitigating and managing risks to help protect you when the unexpected occurs. Insurance, as part of your overall wealth plan, can help you get closer to achieving your retirement and legacy planning goals.
Divorce Planning
Separating from a spouse is tough emotionally and financially. We help guide you through this difficult time, coordinating with your attorney to navigate complex financial decisions and help avoid the many pitfalls that can arise.
Your Guide to Life & Money
Your guide to making smart decisions in life and money. Providing clarity, confidence, and strategies for a stronger financial future.
Investment Management
We manage your investments in accordance with a holistic investment strategy tailored to you, and we review your portfolio with you on a regular basis.
Tax Optimization
Tax-smart investing and withdrawal strategies can help you mitigate exposure to current taxes in your portfolio and keep more of what you've earned.
Retirement Planning
Comprehensive Retirement Planning starts with asking four critical questions:
1. Cashflow Needs In Retirement: Do you know how much you’ll need to spend in retirement to maintain your current lifestyle?
2. Savings Assessment: Are you saving enough to maintain this lifestyle in retirement?
3. Tax Optimization: Are you managing your tax liability in the most effective manner not only for today, but also during retirement?
4. Investment Risk Management: How much risk should you be taking with your investments to achieve your financial goals?
As a seasoned financial advisor, Taylan specializes in helping individuals navigate the complexities of what and how they envision their retirement. Taylan works through these questions to quantify your future retirement needs and goals, and then determine the best strategy towards achieving your goal, which is the foundation of your retirement planning strategy. Let’s embark on this journey together towards financial security and prosperity.
1. Cashflow Needs In Retirement: Do you know how much you’ll need to spend in retirement to maintain your current lifestyle?
2. Savings Assessment: Are you saving enough to maintain this lifestyle in retirement?
3. Tax Optimization: Are you managing your tax liability in the most effective manner not only for today, but also during retirement?
4. Investment Risk Management: How much risk should you be taking with your investments to achieve your financial goals?
As a seasoned financial advisor, Taylan specializes in helping individuals navigate the complexities of what and how they envision their retirement. Taylan works through these questions to quantify your future retirement needs and goals, and then determine the best strategy towards achieving your goal, which is the foundation of your retirement planning strategy. Let’s embark on this journey together towards financial security and prosperity.
Understanding Various Savings Vehicles
Having enough income to comfortably cover all necessary expenses is a key to a successful retirement. Sources of retirement income will vary and typically include Social Security, retirement accounts and/or pension payments, as well as other sources such as investments, rental income or an inheritance. I will work with you to help itemize your projected expenses in retirement and identify potential sources of retirement income.
Learn more about Retirement Strategies
The Psychological Transition into Retirement
Transitioning into retirement can be difficult, especially for those who are emotionally invested in their career. Given that many people overlook the psychological adjustments of retirement, we are here to help your understand why it's important to be emotionally (not just financially) ready for retirement.
Are you prepared for Retired Life?
Risks to Your Retirement
Once I have taken the time to determine what kind of retirement you would like to achieve, I will work with you to take a closer look at the risks that might be standing between your retirement goals. Some of these risks may be obvious, such as market risk and the rising cost of health care, but there are others that may need to be explored. I will utilize our experience to assist you with identifying these factors.
Retirement Challenges
Impact of Taxes
The strategies you use when drawing down your retirement savings can have a significant impact on how much you'll pay in taxes and may help you keep more of the returns. Each retiree's situation is different but establishing a tax management strategy for your investments can help you retain more of your investment returns.
Tax Smart Strategies for Your RetirementThe Gold Standard
At the famous luxury hotel chain The Ritz Carlton, every employee is held to the highest standard in client-facing roles. Here at The Talbot Group, we operate under the same mentality of providing top-notch care to our clients. We value our clients the same way they value their investments, and are always excited to take a step beyond the normal course of advisor-client interactions. Here are some of the principles we uphold:
1. Treat every client with the same level of care and respect.
Clients come to us with their most complex financial and personal concerns. However, we often find that their greatest need is to be heard, understood, and communicated with in a manner that fits within their view of the world. We firmly believe in delivering this level of service to each client.
2. Each client is to receive consistent check-ins and touchpoints.
With ongoing communication at the core of our client relationships, we are committed to keeping you abreast of any changing market conditions and delivering performance metrics, ultimately making certain that your plan continues to align with your goals and your timeline. We will keep a high degree of communication with you to ensure that your concerns and requests are being addressed in a timely manner.
3. Every financial decision is important.
A dollar is a dollar, whether it is saved, earned, or gained through investment. So, every single financial decision should align with your overall strategy – AND, if there is a way to save a dollar, it’s one less dollar that you need to earn. That’s why we tell our clients that we want to be their first call when they are making any decision involving money.
4. Developing honesty and trust is vital to advisor-client relationships.
We are privileged to hear stories about our clients' relationships with their families, their career and lifestyle aspirations, and their deepest concerns for the future. We are often among the first points of contact when our clients experience turmoil in their lives. It is our responsibility to act with extreme caution when handling sensitive information and treat clients fairly when conflicting interests arise.
Location
410 Severn Ave
Bldg B Ste 211
Annapolis, MD 21403
US
Direct:
(410) 972-3246(410) 972-3246
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Taylan Young today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
