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Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️ Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

A small financial services practice led by Debra Taylor is based in Franklin Lakes, New Jersey. It delivers portfolio management that is integrated with tax, financial, and estate planning, drawing on a blend of tax and legal expertise to address retirement costs.

The firm pursues proactive, year-round tax planning, including projections of lifetime taxes and strategies to minimize liabilities while preserving portfolio value. It works with estate planning counsel to ensure the estate plan aligns with tax and financial objectives, and its investment advisory services are provided through CWM, LLC, an SEC-registered investment adviser.

Find Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️ employees' phone numbers or email addresses

Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️ Global Highlights

Location
Employees

North America
16

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  • United States Of America
    15
  • Canada
    1

Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️'s Leadership

  • Stylized image of a person
    J. T.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Systems Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. P.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C. E.
    Operation Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. G.
    Human Resources Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    O. T.
    Quality Control Specialist
    Phone icon
    Mobile Phone

Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️ Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. T.
    President
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    A. C.
    Director Of Operations
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    J. S.
    Systems Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    S. P.
    Principal
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    R. C. E.
    Operation Associate
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 16, 2026
  • Stylized image of a person
    H. G.
    Human Resources Specialist
    Phone icon
    Mobile Phone
    United StatesMichigan
    Oct 17, 2024
  • Stylized image of a person
    J. S.
    Financial Planner
    Phone icon
    Mobile Phone
    United StatesArizona
    Oct 17, 2024
  • Stylized image of a person
    O. T.
    Quality Control Specialist
    Phone icon
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    A. V.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    A. C.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️ known for?

Minus sign iconPlus sign iconDebra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️ was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in Franklin Lakes, New Jersey 07417 United States; you can contact the main corporate office by phone at
+1-201-891-****
. Explore Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️'s company overview page for more information.

What is Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️'s most common email format?

Minus sign iconPlus sign iconDebra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️ employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️ email formats with LeadIQ.

How many employees does Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️ have currently?

Minus sign iconPlus sign iconDebra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️ has approximately 6 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️'s key employees and leadership?

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As of June 2026, Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️'s key employees include:

  • President: J. T.
  • Director Of Operations: A. C.
  • Systems Manager: J. S.
  • Principal: S. P.
  • Operation Associate: R. C. E.

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