Cassandra Martin Conte

Employer firm

Taylor Financial Group, Inc. CRD 116744

$410M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2014 → 09/2022
  Wells Fargo Advisors
  Blacksburg, VA
• 09/2022 → 05/2024
  Capitol Family Office
  Beaverton, OR
• 05/2024 → 09/2024
  Ashley Russo
  San Diego, CA
• 09/2024 → 01/2026
  Ashley Russo
  San Diego, CA
• 09/2024 → 01/2026
  Northwestern Mutual Investment Services Llc
  San Diego, CA
• 01/2026 → Present
  Taylor Financial Group, Inc.
  Roanoke, VA

Previous Registrations

• 2024-09-23 → 2026-01-09
  Northwestern Mutual Investment Services, Llc
  Roanoke, VA
  San Diego, CA
  San Diego, CA
• 2022-10-17 → 2024-05-07
  Capitol Family Office, Inc.
  Beaverton, OR
• 2017-07-19 → 2022-09-28
  Wells Fargo Clearing Services, Llc
  Blacksburg, VA
  Roanoke, VA
  Blacksburg, VA

Other Businesses

02/2025 Independent Licensed insurance Agent; Investment Related; San Diego, CA; Life, Accident & Health, & Variable Life/Annuity

Exams

• S66 Uniform Combined State Law Examination
  2017-07-19

Other Names

• Cassandra Martin
• Cassie Martin
• Cassandra Lenee Martin
• Cassie Martin Griffith
• Cassandra Lenee Griffith
• Cassandra Martin Griffith
• Cassandra Griffith
• Cassandra Martin Griffith
• Cassie Lenee Martin
• Cassie Martin
• Cassandra Lenee Conte