Grand Central Advisory was created to empower financial advisors and wealth managers to thrive in an increasingly complex technological landscape. We understand that what makes you exceptional is your ability to build lasting client relationships and deliver personalized financial guidance. Our mission is to help you enhance these strengths while navigating the transformative wave of AI and other emerging technologies.
Whether you’re looking to optimize your current operations or accelerate growth, our tailored wealthtech consulting solutions help advisory teams of all sizes achieve their goals. We create scalable, practical strategies that free you to focus on the high-touch, human elements of your practice—the parts that truly matter to your clients. By partnering with Grand Central Advisory, you gain a dedicated ally who understands both the nuances of wealth management and the power of cutting-edge technology to transform your business. We help you stay ahead of change while remaining true to the core values and personal service that built your success.
Michael J. Taylor is the founder of Grand Central Advisory. He is a seasoned finance expert and technology leader with a proven track record of driving innovation and growth in the wealth management and fintech industries. As a start-up veteran and former financial advisor, Michael has combined his expertise in investment consulting and product development to deliver transformative solutions for RIAs and enterprises.
As a Silicon Valley CS and product leader, Michael successfully scaled Addepar’s Enterprise Business Group from $0 to $17M in revenue in just two years. He also led Way2B1 through a first-of-its-kind enterprise approval process at Morgan Stanley, opening new opportunities for UHNW clients. A former investment consultant, registered broker, CFA candidate, and venture analyst, Michael brings a unique blend of financial expertise and entrepreneurial vision to every endeavor.
Michael graduated summa cum laude from Santa Clara University with a degree in Finance and Mathematics. He lives in the San Francisco Bay Area. Outside of work, he is an avid Bay Area sports fan and enjoys traveling with his family (ideally in Italy).
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