Sidney Taylor is a Managing Partner with DayMark Wealth Partners, based in DeLand, Florida. He has 27 years of experience helping individuals, families, business owners, and non-profit organizations pursue their financial and retirement goals through diversified portfolios and trading strategies built to manage risk across changing markets. After years of managing investments for large institutional clients, Sidney was drawn to work that felt more personal, helping people identify the purpose behind their wealth and then manage it toward that purpose. It is a conviction he sums up in his own mission statement: “Purpose Driven Planning and Investing for Purpose Driven Living.”
Sidney earned both his Bachelor of Business Administration and his Master of Business Administration, with a concentration in finance, from Stetson University, where his passion for financial markets first took hold in the Roland George Investments Program. He most recently spent 11 years at Morgan Stanley as a Senior Vice President and Senior Investment Management Consultant. Earlier in his career, he served as a Senior Institutional Investment Consultant, advising Fortune 1000 companies on approximately $2 billion in retirement plan assets. He also served as an adjunct professor at Stetson University.
Sidney lives in DeLand with his wife, Amy, and their daughters, Kylie and Kenzie. He enjoys being on the water, spending time with his family, and training Brazilian Jiu-Jitsu. He serves on the Stetson University Business School Foundation Board and as a college leader with West Volusia Young Life, and has given his time to Rotary, the West Volusia YMCA, and St. Barnabas Episcopal Church.
AIF®
Accredited Investment Fiduciary® (AIF®) is a professional designation awarded by Fi360 (a Broadridge company). It is earned by completing the required education and examination and is maintained through continuing education and a code of ethics. AIF® is not a license and is not issued or endorsed by the SEC.
CIMA®
Certified Investment Management Analyst® (CIMA®) is a professional certification awarded by Investments & Wealth Institute®. Use of the CIMA® marks signifies that the professional has met the Institute’s initial and ongoing certification requirements. CIMA® is not a license and is not issued or endorsed by the SEC. Investments & Wealth Institute does not endorse or warrant DayMark or its representatives.
QPFC
Qualified Plan Financial Consultant (QPFC) is a credential awarded by the American Society of Pension Professionals & Actuaries / American Retirement Association. It is not a license and is not issued or endorsed by the SEC.