Meet Debra
Debra Taylor, CPA, PFS™, JD, CDFA®, is the Managing Partner and Chief Tax Strategist of Carson Wealth Franklin Lakes, a full-service wealth management firm located in New Jersey.
Debra’s passion is tax planning for families and educating and empowering women and their families to take control of their future, advising in all areas, including investment management, insurance solutions, complex tax planning, retirement planning and estate planning.
Debra has won many industry honors. She has authored hundreds of articles, is the author of a book about industry best practices, lectures on behalf of the AICPA and is often quoted in national publications such as Barrons, The Wall Street Journal and various trade publications. She is a frequent lecturer at national conferences and is the Director of Practice Management for Horsesmouth, an online trade publication for financial planners. She has also hosted the weekly radio show “Wealth Matters,” offering financial tips to the New York City/Northern New Jersey Area.
Debra is a Certified Public Accountant and a retired attorney, having graduated from Cornell Law School. Debra is also a Certified Divorce Financial Analyst, having received specialized training in professional divorce analysis. Debra holds her Series 6, 7, 24, 63 and 72 securities registrations as well as her Life and Health Insurance licenses in the State of New Jersey.
Debra lives in Upper Saddle River, New Jersey, with her husband, dog and cat. She is also the proud mother of three children. Debra enjoys spending time with her family, exercising, traveling and reading.
Debra Taylor is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Advisor Networks or its registered representatives.
Qualifications
- 27 years financial industry experience
- 10 years with Carson Wealth
- BA Political Science from Drew University, Phi Beta Kappa and Magna Cum Laude
- JD Cornell Law School
- CPA/PFS™
- JD
- CDFA®
- Five Star Wealth Manager Award, 12 year winner
- Women's Choice Financial Advisor, 11 year winner