Meet the team

B.D. (Bart) Dalton II, Senior Wealth Manager

Bart Dalton

Bart, or B. D. as he's known to clients and friends (the two being far from mutually exclusive), has over fifteen years experience in the financial services industry on both sides of the pond. Having started and established successful businesses in Tacoma, Washington and Birmingham, West Midlands, B.D. has been trusted by over 1,500 people to manage their financial futures and goals.

B.D. is also an author whose public speaking and books give people tips and ideas on how business owners and wealthy families can build power teams to make their lives more efficient and fun. True Gravity is the book and B.D. helps Taurus Wealth clients who are business owners look at their world from another angle. This helps sometimes steer them in a clear direction to retire in a manner that they dreamt about when they started their business.

Robert North, Senior Wealth Manager, Head of Private Clients

Robert North

A former Worcester Royal Grammar pupil, Rob’s initial career was spent in business development within Royal Mail, improving on his natural ability to listen to people and find relevant, personalised solutions.

From 2004-2009 Rob was an award-winning member of a leading multinational financial services business and is particularly proud of winning the firm's Customer Service Excellence award. This move into the financial services world fulfilled a much deeper dream of Rob’s: to be financially secure working for himself, in an industry that challenged him but also allowed the freedom of time to pursue his hobbies.

This ethos of working hard to live your dream continues to this day with Taurus Wealth Management, ensuring that meeting the individual needs and goals of the clients guides the business model.

Outside work Rob enjoys spending time with his growing family (including two new grandchildren), long rides on his Yamaha motorcycle, and experiencing the finer things in life such as delicious meals and beautiful holidays.

Maxine Green, Client Services Executive

Maxine Green

Maxine has worked with B.D. and Rob since the days of Edward Jones, starting as a Branch Office Administrator and developing into the role of Client Services Executive.

Maxine is the first person you are likely to talk with on the Taurus Wealth team as she handles the primary client communication, monthly client reviews and updates, operational tasks and invoicing.

She moved into the financial services industry 9 years ago following management roles in both the automotive and IT sectors.

In her free time Maxine enjoys being active with her family and friends, walking, cycling and raising money for charity.

Sonia Santana-Munoz, Technical Services Executive

Sonia Santana-Munoz

With a Master’s Degree in Clinical Psychology, Sonia’s role at Taurus Wealth revolves heavily around the technical aspects of building and administering financial plans and reports for clients.

She started with the company in a part-time administrative role 2 years ago, but her natural inquisitiveness has led her to complete the CF1 (UK Financial Services, Regulations and Ethics) and RO2 (Investment Principles and Risk) certifications, with a goal of achieving the Paraplanning Certificate in the near future.

Sonia hails from the South of Spain and when not at work she fuels her love of travelling and meeting people by organising adventures around the UK, trying cuisines from as many cultures as possible, and developing interests in singing, dancing and drawing.

Nadia Gruettner, Business Systems Executive

Nadia Gruettner

When Nadia joined the Taurus Wealth team in May 2016 she already had a BBA from Frankfurt University and was working in the financial services industry for nearly 5 years covering insurance and pension administration.

Nadia handles the financial side of client portfolios, which includes all income payments, placing trades, and monetary disbursements. She has completed her CF1 (UK financial services, regulation & ethics) and LP2 ( Financial services products and solutions ) making up: RQF Level 3 Certificate in Financial Services. She also leads on the implementation of new operations and procedures including the incredibly successful Client Discovery Interviews.

Outside work Nadia enjoys sports especially playing tennis, running and cycling, travelling for both family visits and holidays, cooking and baking.

Contact Us

Taurus Wealth Developments
Sansome Lodge
4 Sansome Walk,

0121 663 0620


Professional Advisor 2016 Finalist

Taurus Wealth Developments Ltd. is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

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Registered in England & Wales. Registered Company Address:- Taurus Wealth Management Ltd, Sansome Lodge, 4 Sansome Walk, Worcester, WR1 1LH Registered Company No. 08197741.

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