Taylor Hart, CFP®, CPFA®
Login to view DISC.Taylor Hart is the President and a Founding Partner of Steadmont Advisors in Birmingham, AL. A CERTIFIED FINANCIAL PLANNER™ and graduate of Samford University, he specializes in investment management and holistic financial planning. His expertise was recognized when Forbes named him the #1 Next-Gen Wealth Advisor in Alabama in 2023.
Outside of work, Taylor is a married father of two daughters and enjoys cooking, golf, and long-distance running. He is passionate about the outdoors and serves on the board of Carrywell, a local charity that supports families experiencing infertility and loss, demonstrating a deep commitment to his community.
He recently co-founded his independent firm, Steadmont Advisors, after managing over $420 million in client assets at his previous role.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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