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Planning, Family Dynamics and Education

Taylor Custis

Director of Wealth Planning

Taylor Custis

Taylor is the director of wealth planning for the Northeast region based out of the Philadelphia office.  In her role, Taylor delivers a comprehensive suite of services to the region’s clients and their families, including our Clarity Process and customized financial and wealth transfer planning. She specializes in sophisticated multi-generational wealth transfer planning and charitable planning. Taylor has provided wealth planning services to high net worth clients and families for over 18 years.

Prior to joining Abbot Downing in 2012, Taylor was a senior regional planner with Wells Fargo Private Bank in New York. Prior to Wells Fargo, Taylor was an attorney for eight years at the law firm of Cleary, Gottlieb, Steen & Hamilton LLP in New York, where she focused her practice on wealth preservation, estate planning, multi-generational planning, and asset protection for high-net-worth individuals and their families.

Taylor earned her master’s degree in taxation from New York University and her juris doctor degree from Tulane Law School. Taylor graduated cum laude with a bachelor of science degree in business administration from the University of Richmond.

Taylor is a member of the New York State Bar Association and the Philadelphia Estate Planning Council. She has been a guest lecturer on financial planning at the Fox School of Business at Temple University. She lives with her daughter, Lillian, at their home in Philadelphia, Pennsylvania.

1500 Market Street, Floor 20

Philadelphia, PA 19102

267-321-5945

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