Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L

Andrew Morgan is a Series 65 licensed advisor at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, with eight years of industry experience. He has worked at Taylor & Morgan Asset Management since 2020 and previously at Plante Moran from 2016 to 2020. Outside of his advisory role, Morgan consults on tax and business transactions through an accounting firm and is involved in investment analysis and financial reporting for a real estate-related business. Taylor & Morgan Asset Management provides investment supervisory services and financial planning primarily to individual clients and pension/profit-sharing plans, managing approximately $327 million across 418 accounts. The firm also offers mergers and acquisitions advisory services and employs a variety of investment strategies guided by fundamental and cyclical analysis.

Brett Quayle is a CFP® with 20 years of industry experience, currently serving as an advisor at Quayle Financial Group, LLC in Grand Blanc, MI. He has worked at Taylor & Morgan Asset Management since 2016 and has been associated with Quayle & Co. Securities since 2005. Quayle Financial Group primarily serves individual clients, families, and small- to medium-sized businesses, offering discretionary portfolio management and integrated financial planning. The firm employs a long-term, fundamental buy-and-hold investment approach tailored to client risk tolerance and time horizon, utilizing no-load mutual funds, ETFs, equities, bonds, and annuities.

Robert Taylor is a financial advisor with Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, holding a Series 66 designation and 16 years of industry experience. He has worked with Taylor & Morgan since 2011 and serves as CEO of Taylor Capital, LLC, a private real estate investment fund general partner. Outside of advisory roles, Taylor owns a law firm established to collect referral fees and is a member of a municipal financial advisory firm. Taylor & Morgan Asset Management provides discretionary portfolio management and financial planning services to individuals and pension and profit-sharing plans. The firm uses fundamental and cyclical analysis across a variety of investment instruments and is notable for its affiliated professional activities, including accounting and private investment vehicles.

Robert Quayle is a financial advisor with Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L, holding a Series 63 designation and 43 years of industry experience. He has worked at Taylor & Morgan since 2016 and previously at Quayle Financial Group and Quayle & Co. Securities. Taylor & Morgan Asset Management provides investment supervisory services and financial planning primarily to individual clients and pension/profit-sharing plans. The firm manages approximately $327 million across about 418 client accounts with a team of seven advisors and also offers mergers & acquisitions advisory services for business owners and corporate clients.

Brandon Taylor is a financial advisor at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L, holding a Series 65 designation. He has prior experience at PricewaterhouseCoopers and currently works as a consultant at Taylor Capital, LLC. Brandon is based in Charlotte, NC and has been in the industry since 2025. Taylor & Morgan Asset Management provides investment supervisory services and financial planning primarily to individual clients and pension/profit-sharing plans. The firm manages approximately $327 million across about 418 client accounts and offers a mergers and acquisitions advisory practice alongside portfolio management.

Brett Long is a CFP® professional with 10 years of industry experience, currently with Taylor & Morgan Asset Management, LLC d/b/a TM Advisors. He has worked at Taylor Capital LLC since 2022 and was previously with Plante Moran Financial Advisors from 2015 to 2022. Outside of his advisory role, he serves as a consultant for Taylor Capital, providing investment analysis and compliance oversight for a private real estate fund. TM Advisors offers discretionary portfolio management and financial planning services to individuals and pension and profit-sharing plans. The firm employs fundamental and cyclical analysis across a broad range of investment instruments and is affiliated with related private investment vehicles and an accounting practice.

Bryan Long is a CFP® with nine years of industry experience, currently serving at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors. He has worked with Taylor & Morgan since 2017 and also holds a consulting role with Taylor Capital LLC, a private real estate investment fund. Prior to this, he was associated with Regulus Advisors, LLC and Saginaw Valley State University. Taylor & Morgan Asset Management provides discretionary portfolio management and financial planning services to individuals and pension and profit-sharing plans. The firm employs fundamental and cyclical analysis across a variety of instruments and is notable for its affiliated professional activities, including legal, accounting, and private real estate investment services.