Wealth Expert Montgomery Taylor Featured in USA Today

Montgomery Taylor was recently featured in USA Today in recognition of his recent acceptance of a Quilly®.

Orlando, Fla. – March 4, 2014 – Best-selling author and wealth management expert Montgomery Taylor, was recently seen in USA Today in recognition of recent acceptance of a Quilly® from The National Academy of Best-Selling Authorsâ„¢ (NABSA.) The NABSA is an organization that honors authors from many of the leading independent best-seller lists.

Mr. Taylor received his Quilly® for his contribution to the best-selling book, The New Rules of Success: The World’s Leading Experts Reveal Their Top Secrets to Help You Achieve Optimal Health, Wealth and Lifestyle.

On the day of release, The New Rules of Success reached best-seller status in seven Amazon.com categories – reaching as high as #1 in the Direct Marketing category. The book also reached best-seller status in the following categories: Sales and Selling; Marketing; Entrepreneurship; Marketing and Sales; Small Business and Entrepreneurship; and Business and Investing.

Montgomery Taylor is a recognized expert on wealth management and featured in newspapers, magazines, radio and television. He was named “The Only CPA We Trust” by KZST Radio and was chosen to be the tax expert for KZST listeners. Mr. Taylor is past president of the Redwood Empire Estate Planning Council, and a frequent speaker for the California Institute of Retirement and Estate Planning.  He is a recognized expert on wealth management and featured in newspapers, magazines, radio and television.

To order a copy of the book, please go to http://montgomerytaylor.thenewrulesofsuccess.com/

For more information please visit www.TaxWiseAdvisor.com

About Montgomery Taylor:

In August 2012, Montgomery’s book, “Before It’s Too Late ~ Retirement and Estate Solutions,” was published and has received wonderful praise and reviews by local business leaders and professional reviewers. Mr. Taylor was also interviewed on The Patti Gribow television talk show, which airs on the Comcast Hometown Network.

His 34-year career in financial services first began as a Stockbroker, then as a Certified Public Accountant, Certified Financial Planner, Certified IRA Distribution Specialist, and Registered Investment Advisor.  His considerable experience includes four years with Pisenti & Brinker, CPAs, a prestigious regional Northern California Accounting and Advisory Firm, where he learned to integrate complex tax decisions with personal financial planning.  This was followed by seven years with the Sonoma County Employees Retirement Association (SCERA), where he learned first-hand what it’s like to manage a $700 million Pension Trust.  Mr. Taylor has spent the past fifteen years building his own CPA firm, Montgomery Taylor, CPA, and a separate investment management company, Montgomery Taylor and Company, LLC.

Mr. Taylor’s firm is independent and offers unbiased advice with a holistic approach to wealth management and prosperity. With his comprehensive experience in personal and institutional money management, tax planning, and investment decision-making, he has the unique ability to sort through all the conventional retirement planning wisdom and pick out the parts you can depend on.


USA Today