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Sally Taylor

Chief Operating Officer and Private Wealth Manager

Cardinal Point Wealth Management

Phoenix, Arizona


Contact Information

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Company Information

Company
Cardinal Point Wealth Management
Industry
financial services
Employees
49.0
Seniority
C suite
Annual Revenue
5500000.0

Professional Summary

Sally Taylor serves as Chief Operating Officer and Private Wealth Manager at Cardinal Point Wealth Management. Cardinal Point Wealth Management operates in the financial services sector with approximately 49.0 employees. The company is headquartered in Phoenix, Arizona. Cardinal Point Wealth Management generates annual revenue of 5500000.0.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • 1,458 executive contacts are available in Arizona.
  • Our database includes 201,469 c suite-level executives.

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Keywords

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Outreach Guidance — financial services Sector

Financial services executives like Sally Taylor prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Sally Taylor's Position in the MessageCEO Database

  • Sally Taylor is 1 of 1 verified executive contact we track at Cardinal Point Wealth Management.
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 1,384 verified executive contacts in Arizona are in the database.
  • 68 verified contacts work at financial services companies in the 49.0 employee range (same size as Cardinal Point Wealth Management).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated July 2026.

Frequently Asked Questions

How do I reach Sally Taylor directly?

Sally Taylor's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Operating Officer and Private Wealth Manager at Cardinal Point Wealth Management. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Sally Taylor work for?

Sally Taylor is Chief Operating Officer and Private Wealth Manager at Cardinal Point Wealth Management, a company in the financial services sector with 49.0 employees. The company is based in Phoenix, Arizona.

Can I pitch or sell to Sally Taylor?

As Chief Operating Officer and Private Wealth Manager at Cardinal Point Wealth Management, Sally Taylor is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Sally Taylor directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Sally Taylor in?

Sally Taylor works in the financial services industry as Chief Operating Officer and Private Wealth Manager at Cardinal Point Wealth Management. MessageCEO provides verified contact information for executives across all major industries.

Is Sally Taylor's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Sally Taylor's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: July 22, 2026

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