Jesse L. Taylor, CFP®

Jesse L. Taylor, CFP®

Financial Advisor

Jesse grew up in Pittsburgh but moved to the northeast for college. He graduated from the University of Vermont with a BS in Community Development and Applied Economics in 2007. While at school, Jesse joined a non-profit, Recycle North, and was hired full time upon completing his degree. The organization specialized in providing construction and household goods to those in need. It was there where Jesse first felt the satisfaction of providing service that helped people improve their lives.

In 2008, on a trip to visit family in Pittsburgh, Jesse serendipitously met Alexa - a nursing student and his future wife - in the special services line at Philadelphia International Airport when they were both stranded the day before Christmas. Jesse and Alexa married in 2014 and moved shortly thereafter into a 126-year-old Victorian style home in Crafton. Their family expanded in January, 2019, with the birth of their daughter, Eliana, and then again in July of 2021 with the birth of their son Louis. Jesse has many hobbies and not enough time to pursue them. He especially enjoys playing, instructing, and officiating ice hockey. Another passion of his is working on and racing Audi’s and BMW’s. Lastly, he is an active member at Chartier’s Country Club and loves to golf!

Professionally, Jesse started with BNY Mellon 14 years ago, and worked in multiple asset management and servicing departments during his 5-year tenure. He left BNY Mellon for an opportunity to join a private wealth firm in which he built a solid knowledge base in investment operations, administration, compliance, and the workings of US and global financial markets. He also studied for and obtained his securities licenses. After two years there, he joined one of the largest mutual Insurance companies in the United States to learn the insurance market and get the opportunity to start and manage his own practice. He was responsible for all facets of the business: operations, compliance, product knowledge, sales, and client service. He realized as he was building his practice that his clients would benefit from having an advisor with broad financial planning experience. Jesse subsequently earned his CERTIFIED FINANCIAL PLANNERTM professional certification in 2016.

In his practice, Jesse came to fully realize that his favorite thing about his business was connecting with people, listening, learning about their objectives, financial and otherwise, and helping them and their families put in place solid and prudent financial plans that would help them meet their goals. As a financial advisor at Miller McCurry, Jesse is excited to develop many new client relationships and friendships, and continue to help people achieve the futures they envision for themselves.