Taylor Parkin is the managing partner and primary LPL financial planner for Axex Financial, offering boutique financial services, based in Salt Lake City, Utah that serves High Net-worth and Ultra High Net-worth clients in 20 states. Taylor specializes in holistic financial planning for his clients with a specific focus on tax planning mitigation, investments, business consulting, personal coaching, and estate planning.
Prior to founding Axex Financial in 2011, Taylor served as Vice President-Investments for Chase Investment Services Corp, a division of JPMorgan. During that time he was ranked #1 for the mountain states at Chase and in the top 10% of all Chase advisors nationwide. Axex currently serves just over 120 families and has added additional advisors in the past year to ensure that the client experience remains thorough.
Taylor’s dynamic perspective for his clients is not only rooted in his education of Economics and International Relations, but more specifically in his real-world experience funding, buying, and selling four different companies prior to his work in financial services, along with his current additional business of owning residential investment real estate with his wife and 15-year realtor, Holly.
Outside of financial planning Taylor keeps himself actively engaged in his community as a member-at-large for his community council, an active board member for his fraternity’s housing corporation, a past chairman of the International Model United Nations Association in New York, and a current volunteer coach for two of his three children’s youth ice hockey teams.