Director of Transition
Taylor Cleveland develops transition strategies, coordinating internal and external advisor support during every phase of the transition process. She also aids in the development and submission of marketing materials for advisors. She holds multiple securities registrations (Series 7, 66 and 24) held through LPL Financial, along with life, health, long term care, variable life and variable annuity licenses. Taylor has been a member of the JFC Advisor Network team since 2017.