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Kellen Taylor

Financial Advisor

CFP®

Office Information

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Contact Kellen

(704) 553-8006 ktaylor@wealthenhancement.com

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Kellen’s Locations

4521 Sharon Road, Suite 400
Charlotte, NC 28211
(704) 553-8006
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About Kellen

Kellen has been practicing as an advisor since 2007, focusing on developing long-term personal relationships with his clients. His concentration is on financial planning and investment management for his clients that range from young professionals building their financial future, to those nearing or in retirement looking to recreate the paycheck from their working days. Kellen and his wife, Kelly, live in the Sedgefield area of Charlotte with their son, Lane, and English bulldog, Hank. He and Kelly are avid golfers and enjoy spending time with their families back in PA and MN, respectively. Kellen is active in the community where he has participated in the Big Brothers Big Sisters program, Winthrop University Alumni Association, Winthrop Athletics Eagle Club, and volunteers for programs such as Habitat for Humanity and other various charities.

Contact Kellen at (704) 247-2810

Education

  • BA, Winthrop University

Awards & Recognition

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2023

Five Star Wealth Manager (2023)

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 8/1/23 for the period of 10/10/22 through 5/05/23.

  1. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 8/1/23 for the period of 10/10/22 through 5/05/23.

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