Taylor Anderson earned his Bachelor of Science in Business Administration with a minor in Management from the University of Nebraska-Lincoln. While in college, he built a solid foundation in banking and financial services through hands-on experience at local banks in Lincoln.
He began his career at Charles Schwab as an intern, quickly distinguishing himself by earning the Series 7 and Series 63 licenses, which paved the way for his role as a broker. In this capacity, he was instrumental in educating clients on investment strategies, trading platforms, and market dynamics, consistently staying ahead of industry trends and regulatory changes.
Seeking to further expand his expertise, he joined Retire SMART and enhanced his credentials by obtaining the Series 66 license along with licenses in Nebraska Health, Life, and Annuities. Initially serving as a Financial Advisor, he later transitioned to the Investment Analysis Team, where his analytical skills drive strategic investment decisions and improve client financial outcomes.
Outside of work, he enjoys playing basketball, fishing, and cheering on the Huskers.
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