Linda Davis Taylor

Linda Davis Taylor is a wealth management and education expert focused on championing financial literacy. An experienced adviser to financial firms and families, she is the former CEO of Clifford Swan Investment Counselors and the creator and host of Money Stories with LDT-a podcast at the intersection of money, wellbeing, and storytelling.

Linda is an independent trustee for Morningstar Funds Trust, Board Chair Emerita for Scripps College, and Governor Emerita for the Huntington Library, Botanical Garden, and Art Museum in San Marino, CA.

A published author, Linda wrote The Business of Family with an objective to educate families on multi-generational financial sustainability, and the power to affect change that comes with wealth. Linda’s advice and financial toolkits have been featured in numerous media outlets including SELF, CNBC, Forbes, US News & World Report, Worth, PBS, Bloomberg.

Prior to her role at Clifford Swan, Linda spent 25 years in senior management positions for several distinguished educational institutions, including Amherst College, Claremont McKenna College, Emory University, and Scripps College. She is a former director for College Futures Foundation in Oakland, CA, San Pasqual Fiduciary Trust Company in Los Angeles, and The Thacher School in Ojai, CA.