Taylor Monteiro

Taylor Monteiro is a Financial Representative with National Financial Network, where she helps individuals and families build, manage, and protect their wealth through personalized financial strategies. She is especially passionate about empowering women to gain financial confidence and independence, believing that financial  strategies are about more than investments—it's about understanding each client's unique goals and creating a roadmap to help them achieve lasting financial security.

Taylor graduated from Suffolk University with a bachelor's degree in Finance, along with a minor in Real Estate and a concentration in Investments. She began her career in consulting at Cambridge Associates before transitioning to real estate private equity roles at Bain Capital and Caste Capital, where she gained valuable experience in institutional investing. These experiences strengthened her passion for helping others make informed financial decisions and ultimately led her to a career focused on serving individuals and families.

Taylor is committed to building trusted, long-term relationships with her clients and strives to serve as a reliable resource through every stage of life. She believes that meaningful financial strategies begin with trust and is dedicated to helping clients make confident decisions that support their goals and values.

Outside of the office, Taylor enjoys serving on nonprofit boards, creating content, practicing Pilates, playing golf, and traveling. She values authenticity, integrity, and purpose in both her personal and professional life and brings those same principles to every client relationship.