JODI PADGETT – Senior Partner, Taylor & Padgett Wealth & Legacy Strategies
Jodi has been in the wealth management business in Prescott for over three decades, and is senior partner of Taylor & Padgett Wealth & Legacy Strategies. She is a Certified Financial Planner (1988) and has her MS in financial planning (2006). Padgett often refers to herself as a “philanthropist in progress,” taking the firm’s motto — striving to partner with people who want to make wise decisions about money, and who endeavor to leave a legacy — to heart.
Padgett believes that making real connections with her clients allows her to guide them toward maintaining and building their wealth and encouraging them to leave a legacy to their family and community. She, herself, is very involved with the local community. In 2010 she was awarded the Philanthropist Leadership Award of Yavapai County. She participates as an advisory board member of the Arizona Community Foundation of Yavapai County, has been on the investment committee of the Arizona Community Foundation for 13 years, is a board member of the Highlands Center for Natural History, and a founding member of the Skull Valley Wine Growers Association. Padgett is also a breast cancer survivor and with her team, the Scooter Hooters, has participated in the 3-day, 60-mile walk for breast cancer for the last 10 years and plans to do so until a cure is found.
She feels blessed to live in the small, peaceful rural community of Skull Valley, partnering with Fiona Reid, in the Painted Lady Vineyard, and is very happy to now have her son, Jake, as part of Taylor & Padgett. Her hobbies include work (she hasn’t figured out that work is not a hobby), the world of wine-grape growing, running, is a bookworm and member of a small book club.