Monica P. Taylor

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2006 → 05/2018
  Wells Fargo Advisors Llc
  Bowling Green, KY
• 05/2018 → 07/2018
  Unemployed
  Bowling Green, KY
• 07/2018 → Present
  Jjb Hilliard Wl Lyons, Llc
  Bowling Green, KY
• 10/2019 → Present
  Robert W. Baird & Co. Incorporated
  Bowling Green, KY

Previous Registrations

• 2018-07-23 → 2019-10-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Bowling Green, KY
• 2006-11-06 → 2018-05-07
  Wells Fargo Clearing Services, Llc
  Bowling Green, KY
• 2004-01-08 → 2006-11-14
  Ubs Financial Services Inc.
  Bowling Green, KY
  Bowling Green, KY

Other Businesses

DUCK DUCK GOOSE-Bowling Green,LLC: Seasonal Children's Consignment Sale-Co-Owner.0 hours spent during trading hours. This business has been sold and payments are being made by new owners. Taybury Media LLC- This company was created after Duck Duck Goose for online consulting for consignment sales as well as marketing/online consulting for businesses. The majority owner does the bulk of the work and I act as a silent partner for ideas and advice. No business will be done during trading hours. EME Properties LLC - Rental property owned with my husband Eric Taylor. He does majority of work and I do not perform any duties during normal business hours. Women's Fund of SCKY- Advisory Board and Marketing Committee 2 hours/month.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-01-23

Designations

• Certified Financial Planner

Other Names

• Monica Patterson