Theodosia Taylor

Senior Client Relationship Associate

Philadelphia-Media, Pennsylvania

Theodosia Taylor had accrued decades of experience in a variety of administrative responsibilities when she joined the EP Wealth Advisors family in 2023. Theodosia’s background includes HR, document preparation, client interactions, payroll, correspondence, and other roles.
She loves dealing with people one-on-one, assisting them with the application process, transferring funds, transferring accounts, and performing account maintenance. She’s been Notary since 1996 and a member of the National Association of Parliamentarians since 2021.
A fan of gardening, cooking, baking, and family trips, Theodosia also enjoys supporting her grandchildren in their activities, which range from ballet to basketball, football and wrestling. An avid reader and movie-goer, she is President of the Usher Board, a past Home & School Association President, and active with the Community Parade Committee, Zeta Amicae Auxiliary, Feed Sr. Citizens, the March of Dimes Walk and Alzheimer’s Walk.