Taylor May Mcdermott

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Port Richey, FL
• 11/2016 → 03/2021
  Wells Fargo Clearing Services, Llc
  Port Richey, FL
• 03/2021 → Present
  Raymond James Financial Services, Inc.
  Trinity, FL
• 03/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Trinity, FL

Previous Registrations

• 2013-08-30 → 2021-03-17
  Wells Fargo Clearing Services, Llc
  Land O'LAkes, FL

Other Businesses

(1)Name of Business: May vicki & Ron Address: 16101 Chastain Rd, Odessa, FL, 33556, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 06/15/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee for my parents ILIT Trust, Ronald J May & Vicki W may Irrevocable Trust. (2) Name of Business: May Wealth Advisors, LLC Address: 8143 State Road 54, Ste 106, Trinity, FL, 34655, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/12/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is our S-Corp company, as we are on the RJFS platform. My responsibilities include my usual FA duties, as well as payroll, 401k Plan sponsor, bill pay and general day to day running of a business.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-29

Designations

• Certified Financial Planner

Other Names

• Taylor Victoria May
• Taylor M Mcdermott