Robert Taylor

Prior to joining Carson Wealth, Rob worked for Citigroup as a Senior Vice President and was responsible for all operational aspects of a global team. Rob has also worked with dozens of Fortune 500 companies in streamlining and refining their operations to enhance the services they provide their clients.

Rob attended the University of New York at Albany, where he graduated with a Bachelor of Science in Business Administration with a concentration in Finance, and then went on to receive his MBA from the NYU Stern School of Business.

Rob holds his Series 65 license registration through CWM, LLC, and Life and Health Insurance licenses through the State of New Jersey.

Outside of work, Rob is active in the community, having spent the last 10 years coaching numerous recreational and club soccer, softball and lacrosse teams over his children’s athletic careers. He has been a member of the Board of the Shadow Lake Club Homeowner’s Association and the Ramsey Golf and Country Club Board.

Rob enjoys spending time with his family, golfing, listening to classical music, reading and walking the dog. Rob lives in Upper Saddle River, New Jersey with his wife, one of his three children (the oldest two have flown the coop to live in NYC), two cats and one dog, all of whom he collectively and lovingly refers to as “the ark.”