With Cadaret Grant since 1991, Don has more than 31 years of accounting and finance experience.

As CFO, he ensures that the firm is financially sound, overseeing preparation of the company’s corporate financial statements, budget analyses, and internal expense control mechanisms, and supervising the Administration, Human Resources and Financial Reporting departments.

Don holds FINRA Series 6, 27 and 63 licenses, and is a member of the American Institute of CPAs, the New York State Society of CPAs, the Beta Gamma Sigma National Honor Society, and the Financial Planning Association.

Check the background of Don Taylor on FINRA’s BrokerCheck