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WealthStack
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Taylor Jobe
Founder + Options Evangelist at Harvest – Options Tools for Financial Advisors

Profile

As a financial advisor, Taylor needed a way to simplify and scale various options strategies across multiple client portfolios. After starting with a humble spreadsheet, he refined and built Harvest, the first options platform developed exclusively for financial advisors.

After years of using Harvest internally, Taylor is opening up Harvest to the investment community and looking to connect with advisors who currently use (or are considering) time-tested options strategies to enhance their investment offering and develop stronger client relationships

Agenda Sessions

  • Innovation Demonstrations

    12:15pm