Team Member-Donavan Borum

Heather Taylor

Heather Taylor supports Marsh McLennan Agency (MMA) retirement advisors with plan design, implementation, and financing strategies for Nonqualified Deferred Compensation (NQDC) Plans. Heather began her career with a stint in the audit department of a regional accounting firm before joining Principal Financial Group in 2001. She supported financial advisors and agency operations, eventually moving into a marketing and sales support role.

Heather was brought aboard the nonqualified deferred compensation team in 2003 and supported consulting efforts in the southeast region. She helped shape the roles of the nonqualified internal wholesaling team and crafted best practice workflows. She worked extensively with key distribution alliance partners and their broker dealers to formalize nonqualified plan sales and onboarding processes.

Heather joined Marsh McLennan Agency in 2023 and supports MMA advisors through the firm’s Centralized Support Team.

Heather is an active supporter of historic preservation and economic development efforts in her local community. She has served as a Board member of The Residents of Historic Concord and Concord Downtown Development Corporation. She is a former Board member and current volunteer with The Open Door House, an organization that provides safe, supportive housing with wrap-around services to young people aging out of foster care.

In her spare time, she can be found with her pack of rescue animals, working on her Victorian home, playing pinball at her husband’s retro arcade bar or kayaking. You will sometimes find her leading history and whisky tours in Scotland. Heather lives in Concord, North Carolina and is the proud mom of a Boston University graduate student and faculty member.