Barbara H. Taylor
Broker Check CRD # 1668320
Barbara has delivered personalized financial advice to clients for more than 30 years. As the representative for a number of large retirement plans including Hartford Healthcare, University of Connecticut Health Center, University of Connecticut Law, Connecticut Children’s Medical Center, as well as many state teachers plans, she has helped countless people lay the foundation for a successful retirement. Her entrepreneurial spirit led her to create ClearGuidance Financial, a boutique financial advisory practice. As an independent financial advisor, Barbara is honored to serve her clients with her decades of experience, solid common sense, and impressive financial acumen.
Barbara understands the complexities of family dynamics. Her father was an engineer and her mother an elementary school teacher who raised six children in New Jersey. This background translates into Barbara’s creative and thoughtful approach to financial planning. She is committed to carefully listening to each individual’s story; learning about their families, objectives, and passions.
Barbara’s goal of visiting every walled city in Italy means that she often visits the country she called home during college. It is no coincidence that Barbara has a special affinity for Italian people, food, and wine. Other favorite travel destinations include the British Virgin Islands, Turkey, Spain, and Portugal. Barbara enjoys visiting local museums and artist and studios in the US and abroad.
Barbara has two daughters, Juliette and Madeleine. Juliette attends Skidmore College and is the firm’s graphic designer. Madeleine lives in New York City and is teaching her mom to appreciate art through the eyes of a modern art restoration specialist. Barbara’s husband, Mark, is a 30 year plus state of Connecticut employee. They live in West Hartford, Connecticut. Their dog, Zephyr, bounds carefree through the local rose garden.
Barbara has a degree from the University of Hartford. She holds FINRA 6, 7, 63, and 66 Securities registrations through Commonwealth Financial Network®, and offers fixed insurance products and services.