Steven Taylor is a Vice President and Director of Financial Planning and has been with Rockland Trust since 2024. Steven is responsible for working with IMG’s clients to deliver comprehensive financial plans that meet their unique needs and goals.
Steven has worked in the financial services industry since 2005. Prior to joining Rockland Trust, Steven held positions at PNC Private Bank, Colt Financial, LLC, Mass Mutual, Fidelity, Merrill Lynch, and Wells Fargo. Steven received his BA from Framingham State University and his Master of Science in Financial Planning (MSFP) from Bentley University. He holds a Certified Financial Planner (CFP®) designation.
Steven is a member of the Financial Planning Association (FPA), Worcester Estate Planning Council, and the Investment and Wealth Institute. He resides with his wife and 2 sons. In his spare time, he enjoys skiing, golfing, hiking and playing tennis.
