Karla Michelle Taylor
Karla Taylor is a Client Associate with J.P. Morgan Securities, the wealth management division of J.P. Morgan. She works with The Gluck Group, managing daily operations for the team’s high net worth client base. Karla’s responsibilities encompass client relations, development, reporting, and administration. In her role, Karla designs and implements processes and procedures to ensure a seamless work flow.
Karla’s 27-year tenure in financial services initially began in food service, when she worked in a restaurant frequented by industry professionals. Impressed by her work ethic and people skills, two of her regular customers encouraged her to pursue a career at their securities firm. Karla draws on additional personal traits of authenticity, transparency and honesty to help her clients navigate technology and documentation issues prevalent in today’s highly regulated environment.
Karla joined J.P. Morgan’s predecessor firm, Bear Stearns, in 1985, burnishing her financial skills in institutional trading, compliance and new account management. She believes that background gave her a solid foundation that contributes to her success in her current role. Karla was invited to join The Gluck Group in 1994.
Born in Philadelphia, Karla attended Bishop College in Dallas (now affiliated with Georgetown College in Kentucky), and lives in Hawthorne with her husband and 10- year old twins. She has a grown daughter and grandson, as well. In addition to family activities, she and her husband enjoy ballroom dancing. Karla is an active mentor at Union Rescue Mission’s Hope Gardens, a women and children’s transitional housing facility. She also serves on the board of Children and Families Inc., a non-profit organization providing community and home based physiological services.
Registered States: AZ, CT, FL, IL, KY, MI, MO, NV, NY, OK, RI, TN, VA, CA, DE, GA, IN, LA, MN, MT, NJ, NC, SC, OR, TX, WA, CO, DC, HI, KS, MA, MS, NE, NM, OH, PA, SD, UT, WI