Get To Know Our Board Members

Name (Age): Nicholas G. Taylor, Jr. (25)

Company/Title: Taylor & Leonard Insurance and Financial Services. Title: Vice President, Treasurer, and Secretary

Family: fiancé, Alicia , Wedding planned for October 2011

Brief Resume: Insurance Licensed in New York State: Personal Lines Property & Casualty Insurance Insurance Licensed in New York State: Life, Accident & Health Insurance Securities Licensed in New York State: Investment Adviser Representative & Registered Representative

What do you do?: An Office Manager, Insurance Agent, and Investment Adviser all rolled into one. On any one day at the office I can wear a number of hats. I help my clients with home and auto insurance, life insurance, investment planning, and just about anything else that applies to their financial plan. As an Office Manager, I am in charge of all aspects relating to running the agency.

Education: Bachelors Degree in Marketing & Management from Siena College (2007)

Community Involvement: Chairmen, ARCC Young Professionals Organization; Board Member, Juvenile Diabetes Research Foundation; Board Member, Crandall Park Beautification Committee; Glens Falls September 11th Memorial Committee

Hobbies: Spending time with family, Golf, Trips to Giants Stadium for NY Giants Football, Reading

Career aspiration in high school: NFL Quarterback!

First job: Age 16, Quoting car insurance at the family insurance agency

How did you become a financial advisor?: Two reasons: I followed in my father’s (and grandfather’s) footsteps in joining the family business. Second reason, sitting in Marketing class at Siena College in the last semester of my senior year, I realized that the country, most notably the baby-boom generation, would have an enormous need for these services. I wanted to help people and it was a natural fit. There is nothing I enjoy more than sitting at a client’s kitchen table and setting them on a path to financial independence.

Five years from now I will be: Known as the “go-to” financial advisor in the area

Favorite Quote: “Remember, George: no man is a failure who has friends” - Clarence, It’s a Wonderful Life

Favorite Book: I have several, but the latest book I have read and enjoyed was Where Men Win Glory: The Odyssey of Pat Tillman by Jon Krakauer. Tillman was an extraordinarily interesting (and rare) type of person. A great read.

Why do you choose to work/live in area?: The area is a vibrant place to work and have fun. Being 15 minutes away from beautiful Lake George and historic Saratoga, while only being 3-4 hours away from many major cities is something very very special.

Favorite restaurant: Longfellows for Dinner, Chocolate Mill for Lunch, The Silo for Breakfast

What would you change/add about area?: Add a five star hotel in downtown Glens Falls

Charitable interests: Anything to help and enrich the local community

What type of business contacts do you seek?: Somebody who is interested in creating a comprehensive financial plan to help themselves and their family reach their personal financial goals or the financial goals of their business.