Kelly Taylor is a control person of Whitaker-Myers Wealth Managers and directly owns under 5% of it.
Whitaker-Myers Wealth Managers is an investment adviser based in Mansfield, OH, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $851 million, as filed on 2 June 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7487693
- Firm
- Whitaker-Myers Wealth Managers · CRD 286093
- Role
- Chief Compliance Officer
- In role since
- January 2022 · 4 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Mansfield, OH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kelly Taylor work?
Kelly Taylor has been Chief Compliance Officer of Whitaker-Myers Wealth Managers, LTD. since January 2022, and is a control person of the firm.
How can I verify Kelly Taylor’s record?
Kelly Taylor’s role is listed on Whitaker-Myers Wealth Managers, LTD.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 286093.
- John-Mark YoungPresident/Chief Investment Officer
- Matthew HarrisMember
- Chris VanderzydenMember
- Ryan EmmonsMember
- Seth BuckwalterMember