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Taylor Manry

Principal

Sugarloaf Wealth Management

United States, Georgia, Duluth

About Me

Taylor is an honors graduate of Auburn University with a degree in Finance. He is a CERTIFIED FINANCIAL PLANNER ™ professional and has completed Oglethorpe University’s CERTIFIED FINANCIAL PLANNER ™ certificate educational program and is a member of the Financial Planning Association of Georgia. Taylor is a principal of Sugarloaf Wealth Management where his responsibilities include overseeing the firm’s technology and software programs as well as portfolio management systems. Taylor works with individuals and small business owners to assist them in achieving their financial planning goals. He enjoys the challenge of helping clients find solutions for each of their own unique circumstances. H
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Profile Information

Principal

Sugarloaf Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Duluth

Georgia

United States

May 15, 2024

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