skip to Main Content
Tom Taylor, CPA

Tom, Principal and Co-Founder

Tomy Taylor, CPA/PFS

Tom Taylor, CPA/PFS

Principal and Co-Founder

Alma Mater and Degrees

Mount St. Mary’s University
BS, double major in Finance and Accounting

Area of Expertise

Investment Management and Tax Law

Certifications

Certified Public Accountant (CPA)
issued by the State of Maryland

Personal Financial Specialist (PFS)
issued by the AICPA

National Association of Securities
Dealers (NASD) Series 65 Exam

Hometown

Essex,  MD

Tom has over 25 years of experience in finance and accounting. Before founding Chesapeake Financial Advisors (CFA) in 1998, Tom started his career at the international accounting firm Ernst & Young as an auditor in the Financial Services Industry Group. He then joined Legg Mason as an Investment Banking Analyst. In this role, he acquired extensive transaction experience in common and preferred equity stock offerings, mergers and acquisitions and fairness opinions. This experience laid the foundation to branch out and form CFA.

In his spare time, Tom enjoys spending time with his four children at the beach or anywhere there’s water, working out at Orange Theory Fitness and cheering on the Ravens. He’s also all about anything Disney so the family spends a fair amount of time in Orlando.

What Brought you to the area?

I was born and raised in Eastern Baltimore County, graduated from Calvert Hall College High School in Towson and received my Bachelor of Science degree at Mount St. Mary’s University in Emmitsburg, Maryland.

What do you love about working for Chesapeake Financial Advisors?

Having a major positive impact on our clients’ lives.

What is your favorite thing about working with clients?

Meeting people from many different walks of life and learning about their families and their passions…knowing that I helped make their financial life that much better.

Which of our core values is your favorite and why?

Integrity because it is the foundation of everything we do. Without it, we have nothing.

Do you have a professional mantra?

In business, I strive to provide every client with white glove service.

What is your favorite quote?

“Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.” – Warren Buffet

BACK TO TEAM
Back To Top