Independence is big business. Garry Taylor
helped move more than 20 teams, mostly from wirehouses, to independence while at Fidelity Investments, a transition that included about $5 billion in assets. Now he will perform a similar role at Focus Financial Partners, the New York City-based RIA aggregator, Focus said today.
In addition to moving top advisors to the Focus platform, Taylor also will help with so-called “tuck-in” deals, in which smaller advisors join others already affiliated with Focus. Taylor’s title is director of advisor services; he reports to Rich Gill, managing director and head of Focus Connections, the turnkey program that breakaways use for help in setting up their own independent shops.
Taylor had been director of client implementation at Fidelity. He also held advisor roles previously at Merrill Lynch and Torrie & Co., now Charles Stanley. He started in the business as a stockbroker in the United Kingdom.