Kooman & Associates, Inc

______ A culture of service _______ From a collaborative, family team

Horseshoe Curve
This funicular railway dates back to 1854.

A culture of service From a collaborative, family team

Taylor Canole
Taylor Canole
Operations Assistant

Since joining our operations team in 2018, Taylor loves digging in to the details to help ensure responsive and timely strategies to client issues. With several years of customer service experience under her belt, Taylor takes ownership of the considerable paperwork and information-gathering required for new client onboarding, account opening and maintenance, transfers and money movement, and follow-through on client requests. Taylor also is responsible for enhancing our team’s presence on social media.

Taylor has achieved the Wealth Management Specialist designation, completing the rigorous coursework involving the critical concepts around financial planning and wealth management, to better assist our clients. She is also a 2020 graduate of Leadership Blair County, making her the third graduate from our office. She also serves our office as a PA Notary*.

She is a graduate of Penn State Altoona with a B.S. in Business, with a concentration in Marketing and Management. Taylor lives in Hollidaysburg with her husband Matt, and their four dogs, Max, Kodiak, Ruby, and Marlin.

*Raymond James and its advisors do not legal advice. You should discuss any legal matters with the appropriate professional.

517 S. Logan Blvd. Altoona, PA 16602 T: 814.941.4800 F: 814.941.4807 Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC.

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Kooman & Associates, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services.

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