"My passion for wealth management is centered on cultivating lasting relationships with clients, offering clarity, confidence, and support through each stage of life. I’m grateful to be part of a firm that cares as deeply about empowering and serving its clients as Mission Wealth does."
As a Wealth Advisor Associate at Mission Wealth, Taylor Monson supports her team in delivering comprehensive financial planning services to clients. She is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through her attention to detail and strong analytical skills, Taylor helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.
Learn About Taylor Monson
Professional Background
Taylor graduated with honors from the University of California, Santa Barbara, earning a Bachelor of Arts in Economics and certificates in Technology Management and Environmental Leadership. She has previous work experience in accounting at a Fortune 15 company, where she performed financial reconciliations and audits. Taylor also gained experience as an analyst at a real estate investment firm, where she built detailed financial models, conducted market analyses, and collaborated closely with senior leadership on investment strategy decisions.
Personal Pursuits
In her free time, Taylor enjoys spending time in the beautiful PNW outdoors, hiking, going on runs, or boating on Lake Washington. She also has a passion for international travel and immersing herself in European culture. Taylor cherishes quality time with her friends and family, exploring new restaurants, attending sporting events, and enjoying live music.
Community Impact
Taylor is passionate about giving back to her community and protecting the environment through sustainability efforts. She participates in local cleanups and supports initiatives that promote climate change awareness. Taylor is also part of an organization dedicated to advancing women’s heart health research and wellness.
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.