About

DAVID TAYLOR, LUTCF

Director of Insurance Services

David began his insurance career in 2008 and holds his Life, Accident, Health, Property & Casualty Insurance licenses. Prior to joining Magnus, David had experience working as an adviser directly with clients, as well as brokerage experience supporting independent insurance advisers nationally. David earned his Life Underwriter Training Council Fellow (LUTCF®) designation from The American College in 2011. At Magnus, David is responsible for facilitating all new insurance applications, administering in-force contracts, being the liaison to our outside brokerage partners and answering all insurance related questions for prospective and active clients.

David grew up in Pound Ridge, NY enjoying the outdoors and playing sports, in particular Lacrosse. He attended Hobart College where he joined Phi Sigma Kappa and earned his degree in Environmental Sciences. David now resides in Fairfield County, CT with his two children Lilly & Johnny.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    800-339-1367
  • E-Mail:
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Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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280 Park Avenue, 25th Floor West, New York, NY 10017 | Phone: 800-339-1367 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.

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Michael S. Schwartz is primarily licensed in New York and may be licensed in other states. AR License # 444300, CA License # 0H02771

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