Taylor B. Decker, AIF®

Title

Portfolio Manager

Education

Graduated with honors from East Carolina University with a B.S. in Accounting

Advanced Credentials/Licenses:

• Series 63 State Securities Licensed
• Series 6 Licensed Accredited Investment Fiduciary™ (AIF®)

Statement of Service:

Taylor started her financial career as a summer intern in the Investment Department at Abundance after her junior year of college. Taylor worked on projects involving many aspects of investment due diligence, portfolio review, and departmental support.

Upon graduation, Taylor was employed as a Client Relationship Associate by a global mutual fund company near Philadelphia, Pennsylvania. This involved assisting pension and 401(k) participants with their plans. Taylor assisted participants with; plan and financial education, rebalancing their portfolio and placing trades, processing loans and withdrawals from their plans, and pension payout estimates. Taylor gained extensive knowledge on retirement plans, customer service, and the financial markets.

Taylor joined Abundance full time in March of 2008 as a Research Analyst and was promoted to Portfolio Manager in April of 2009. As a Portfolio Manager Taylor is responsible for investment due diligence, portfolio performance analysis, and portfolio management. Taylor is a member of the Abundance Investment Committee and has received formal training in fiduciary responsibility.