Our Team
Taylor Wilcox, FPQP®, CDFA®
Education & Credentials
- B.S. Nursing, The University of Texas at Austin, 2019
- Financial Paraplanner Qualified Professional℠ (FPQP®), 2023
- Series 65, 2023
- Certified Divorce Financial Analyst (CDFA®), 2026
Taylor Wilcox, FPQP®, CDFA®
Advisor
Though my professional career began in critical care nursing, my interest in financial
planning was shaped much earlier. My mother instilled foundational financial
principles in my brother and me from a very young age – lessons I’ve come to
appreciate more deeply in adulthood than I did back then.
I graduated from The University of Texas in Austin in 2019 with a Bachelor of Science in
Nursing and spent over five years working as an ICU bedside nurse in the Houston
Texas Medical Center. During that time, I developed a strong passion for helping people
navigate vulnerable and complex situations, advocating on their behalf, and thinking
critically both independently and as part of a team. As I began exploring new career
paths, financial planning stood out as a natural transition, offering many of the same
opportunities to make a substantive impact on people’s lives.
I joined Astoria Strategic Wealth in early 2023 and earned my Financial Paraplanner
Qualified Professional℠ (FPQP®) designation during onboarding. I initially worked in an
operations and administrative capacity as I gained experience in the industry. By fall of
2023, I obtained my Series 65 license, allowing me to provide personalized investment
advice and work directly with clients.
I particularly enjoy diving into the details of financial plans, understanding both the
“why” and the “how” behind the numbers. I’m equally interested in the emotional and behavioral aspects of financial decision-making. Much like healthcare, finances can be
a sensitive and sometimes overwhelming topic, and I believe that addressing these
dynamics is key to creating a successful, personalized plan. Building meaningful
relationships with clients and collaborating with allied professionals has been one of
the most rewarding aspects of my work.
After several years as an Associate Client Advisor, I decided to further my financial
education by earning the Certified Divorce Financial Analyst® (CDFA®) designation in
2026. In this role, I can help clients navigate the financial complexities of divorce,
including analyzing the tax/estate implications of asset division, projecting future
expenses, and general planning for life post-separation. My goal is to support clients in
reaching well-informed settlements, avoiding long-term financial missteps, and
maintaining confidence in their financial future.
I live in the greater Houston area with my husband, a mechanical engineer, and our two sons. In our free time, we enjoy spending time with our two Corgi puppies, cheering on the Longhorns and Astros, experimenting with new recipes in the kitchen, and getting outdoors.
One team, in your corner.
Every client is supported by a team of three: a primary advisor, an associate
advisor, and a backup.
See if Astoria is the right fit.
The best way to understand how we work is a conversation. We’ll listen
first, then tell you honestly whether we can help.
