Taylor Jester, AAMS®

Taylor Jester is a Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Taylor provides exemplary administrative support for senior advisors and their clients with onboarding, updating client details, and maintaining client files and records. She specializes in client-focused care and enjoys making life easier for clients while building their confidence in the Leo Wealth team. Taylor maintains a pleasant and professional experience for current, new and potential clients by closely listening to help identify how the firm can meet their needs.

Prior to Leo Wealth, Taylor was an Edward Jones Branch Office Administrator. She managed financial advisor schedules, ran meetings, managed client accounts and mentored peers. Taylor maintained a 98% customer experience index score and was praised for building relationships and going above and beyond.

Taylor earned her B.S. Degree from the University of Texas at Tyler. She is focused on her family and loves traveling.