Taylor Iverson serves as the Co-Chief Operating Officer at LegacyArc Financial, where she oversees firm-wide operations, advisor support systems, and the client experience lifecycle. In her role, Taylor ensures that both advisors and clients move through a seamless, well-structured process that reflects LegacyArc’s boutique standard of service.
Taylor was drawn to LegacyArc because of its protection-first philosophy, its commitment to high-touch, relationship-driven planning, and its vision for delivering personalized, strategic financial solutions to every client. She immediately connected with the firm’s mission to elevate the quality of financial guidance, particularly for professionals who value clarity, structure, and long-term security.
With extensive experience in operational leadership and client-focused support roles, Taylor has cultivated a reputation for exceptional organization, thoughtful problem-solving, and a calm, solutions-driven approach. She oversees daily operations, manages internal workflows, strengthens advisor efficiency, and ensures the firm’s processes uphold the highest standards of professionalism.
Taylor prides herself on keeping the engine of the firm running smoothly—anticipating needs, resolving issues before they arise, and ensuring every interaction clients and advisors have with LegacyArc is streamlined and stress-free.
Outside of the office, Taylor enjoys traveling, reading, and exploring new experiences throughout Atlanta. She brings the same curiosity and excellence to her personal life that she brings to LegacyArc every day.