Linnea Taylor

My Professional Approach

My client-first commitment to you starts with us getting to know each other and asking lots of questions. We will sit down and have an in-depth discussion around your financial goals, objectives and what is most important to you so I can fully understand who you are and what you want, not just what the next investment will be.

This will help us develop a personal, goal-based financial plan and strategy that you are comfortable and confident in. We will use this as the cornerstone of our discussions going forward to monitor progress, discuss changes and continually making sure we have the right pieces in place to execute on the plan so you can reach your goals.

My clients benefit from a team-based approach. My teammates Dan Hedge, CFP®, CKA® and Bill Parrilli have over 45 years of combined experience as financial advisors. Our team is backed by a host of like-minded professionals at our headquarters in St. Louis. They are subject matter specialists who can work with us on specialized challenges, along with a variety of products and services. Once your plan is in place, we will put it into action, and we’ll regularly check on its progress and make changes if necessary.

My Background

I earned a Bachelor of Arts degree in Communications from Wheaton College and began my career at A.G. Edwards as a Financial Associate in 2003. I stepped away to raise my family full-time in 2007. In 2018 I returned to financial services part-time, and joined Benjamin F. Edwards full-time as a Financial Client Associate in 2021. As a financial associate I enjoyed working with financial advisors to provide top-notch service to our clients. While my financial knowledge increased, I wanted to grow in my skills and work with clients on a deeper level by becoming an advisor myself. In 2025 I transitioned to the role of Financial Advisor as part of a team with advisors Dan Hedge, CFP®, CKA® and Bill Parrilli.

I live in Wheaton with my husband, four teenagers, two cats, and nine goldfish. Outside of work I enjoy caring for my family and being their number one fan. I am a band mom, football mom, cheer mom, track mom, and general mom of all the things. I enjoy serving in children’s ministries at my church and participating in women’s ministries. I love to travel, take epic road trips, and read a good book by the beach.

Areas of Concentration

• Financial Planning
• Business Owner Services
• Investment Strategies
• Retirement Income Planning
• Wealth Management

Connect With Me

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