Taylor Davis, MBA

The financial portion of your life can be scary, intimidating, confusing, overwhelming, or any other negative adjective you can come up with. Luckily for our clients, we love this stuff, and love educating clients so they feel confident and empowered to live their best life.

I discovered a passion for helping people during my undergraduate career at the University of Louisville. I worked with the school’s dance marathon, and that work led me into the non-profit sector.

There, I served as a fundraiser for the Brandeis School of Law while obtaining my MBA, and then as the Director of Development for Kosair Charities. After 9 years of working with the generous individuals of Louisville’s community, I decided I wanted to move across the table and sit beside our donors, helping them navigate their financial decisions throughout their lifetime. I joined Lifetime Wealth Strategies in February 2022, and became fully licensed as a wealth advisor shortly after.

I'm still involved in the dance marathon that started my career. I serve as an advisor of raiseRED, University of Louisville’s dance marathon that raises over half-a-million dollars each year. All money raised by these students stays in our community and funds the treatment of childhood cancer and blood diseases. This role allows me to watch hundreds of UofL students discover the power of community and the importance of service. It's a really fortunate position to be able to mentor our community’s future leaders. Outside of work and raiseRED, I spend a lot of time hiking with my dog, Donkey.