Taylor Bodemann, Cfp®
About Taylor Bodemann, Cfp®
Taylor Bodemann, CFP®, is a Senior Wealth Strategy Associate at UBS, where he focuses on investment management and financial planning. He has a background in finance from the University of North Carolina at Wilmington and has held various roles at UBS and Scottrade, emphasizing transparency and tailored strategies for clients.
Current Role at UBS
Taylor Bodemann serves as a Senior Wealth Strategy Associate at UBS, a position held since 2019. In this role, Bodemann focuses on investment management, asset allocation, and comprehensive financial planning. She is part of the Boccia Quinn Wealth Management team, where she provides tailored financial strategies to clients. Her work emphasizes transparency and planning that aligns with the unique goals and ambitions of each client.
Previous Experience at UBS
Bodemann has extensive experience at UBS, having held multiple positions since joining the firm. She began as a Summer Intern in 2015, followed by a role as a Client Service Associate from 2016 to 2018. Subsequently, she worked as a Wealth Strategy Associate from 2018 to 2019. Her progression within UBS reflects her growing expertise in wealth management and client services.
Internship Experience
Before her tenure at UBS, Bodemann gained valuable experience as a Finance and Economics Intern at Scottrade from 2014 to 2015. This nine-month internship provided her with foundational knowledge in finance and economics, contributing to her professional development in the financial services industry. Additionally, her early internship at UBS helped her understand the dynamics of wealth management.
Education and Expertise
Bodemann earned a Bachelor of Business Administration with a focus on Finance from the University of North Carolina at Wilmington, completing her studies from 2012 to 2016. This educational background equipped her with essential skills in financial analysis and strategic planning, which she applies in her current role. Her academic achievements support her commitment to providing effective financial solutions.
Focus Areas and Client Engagement
Bodemann is dedicated to helping specific client demographics, including women, successful young professionals, families, and business owners. She aims to promote financial wellness among her clients by offering personalized financial strategies that reflect their individual circumstances and aspirations. Her approach is characterized by a commitment to transparency and thoughtful planning.