Helping financial advisors with succession planning process and practice acquisition.
Garrett Taylor is the founder of Advisor Successions and sister company Coastline Wealth Management, both founded in 2012. Advisor Successions is a leading national consulting firm for financial advisors and wealth managers interested in buying or selling financial advisory practices. Over the past three years, Advisor Successions has put together hundreds of deals, and overseen the successful transition of billions of dollars in AUM.
Coastline Wealth Management, Mr. Taylor’s independent investment advisory firm, has grown from $20 million in AUM to $250 million in AUM in less than three years, predominantly through acquisitions.
Prior to founding Advisor Successions and Coastline Wealth Management, Mr. Taylor spent a decade with Ameriprise as Financial Advisor, Advisor Coach, District Manager, and finally Branch Manager. In this capacity, he was involved in numerous purchases of financial advisory practices. Between his roles at Ameriprise, Coastline, and Advisor Successions, Garrett has acted as an advisor or principal in several hundred mergers and acquisitions of financial planning practices.
Mr. Taylor holds a B.S. in Finance from Penn State University with a Certificate in Macroeconomics in Money and Banking. He also holds the designation of Chartered Retirement Planning Counselor (CRPC).
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