Newburgh, NY
Taylor Jenaro Coombs
Senior Financial Advisor
Taylor Jenaro Coombs serves as Senior Financial Advisor at Sullivan & Associates in Newburgh, NY. In 2011 after graduating from State University of New York in Orange county with a Business Management degree, Taylor Jenaro Coombs Senior Financial Advisor started his career with Aflac Insurance Company in Pearl River, NY.
Fourteen months later he was promoted to Special Project Coordinator with Aflac. Taylor enjoyed helping his clients protect themselves from loss associated with sickness and injury.
For the next five years Taylor continued gaining experience and exposure to the industry in Upstate New York. As Taylor’s career developed so did his services and aspirations.
It was always a dream of Taylor’s to work alongside his father Robert M. Coombs who has over forty-five years’ experience as a Financial Advisor.
Taylor grew up in a home where both his Father and Mother were Financial Advisors. He had an interest in finance at a very young age.
In 2016 Taylor made the transition into the Investment Services side of the financial services business. Taylor then joined his Father and his business partner, Senior Financial Advisor Anthony Ortiz and Registered Operations Manager Derek Pinelli at the long established Captiva Group.
Captiva Group is a privately owned business affiliated with Wells Fargo Advisors Financial Network, domiciled in Newburgh, NY. Four years later in 2020, Taylor took the next step in his career by becoming partner at The Captiva Group.
Taylor and the team share the sole ambition of wisely managing their client’s finances. The Captiva Group’s goal is to guide clients so they can achieve their financial dreams and goals.
This is done by simultaneously helping them navigate the financial barriers that inevitably arise in every phase of life. Taylor resides in the Town of Newburgh with his wife Sasha.
Associated Locations
- • Newburgh, NY
Connect with this advisor
Share your planning priorities and we will coordinate a conversation with the appropriate team member.
