Rebecca Taylor

Every day, I get to work with great people and help keep things organized behind the scenes at Bannan Financial Group. As an Administrative Assistant, my role includes preparing documents, handling communications, scheduling meetings, and working to ensure the experience runs smoothly for our clients. I enjoy being part of a team focused on doing good work for good people.

Before joining the firm, I earned my degree in Business and Fashion from Montclair State University and became a New Jersey Public Notary. I’ve always been drawn to structured, service-oriented environments; this field has been the perfect place to grow. I’m still relatively new to the financial industry, but what excites me is the opportunity to learn something new every day and to get to know the unique stories behind each client we work with.

I’m originally from Mahwah, New Jersey, a town surrounded by beautiful parks and hiking trails. Being outdoors is still one of my favorite ways to recharge. Whether I’m out for a hike or spending quiet time with family, I love finding moments to reset and stay grounded.

What I enjoy most about my role is the chance to be part of something that helps people prepare for their future with confidence and care.