Taylor Stephens, Inc.

Michael Noel is a financial advisor with Taylor Stephens, Inc. in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Wells Nelson & Associates since 2015 and has been with Taylor Stephens since 2014. Outside of advising, he holds a minority equity stake in a telecommunications company and serves on the advisory board of a social media startup. Taylor Stephens, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses customized, asset-allocation approaches across equities, fixed income, and mutual funds, with options for automatic rebalancing and maintains a notable focus on non-discretionary asset management.

William Brinson is a financial advisor at Taylor Stephens, Inc. with 50 years of industry experience. He holds a Series 63 designation and has worked with Taylor Stephens since 1990, alongside operating A. Cole Stephens & Associates, Inc., an inactive actuarial services business. In addition, he has been a self-employed insurance agent since 1969, licensed in multiple lines of life, accident, health, and property and casualty insurance. Taylor Stephens, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses customized, asset-allocation based investment approaches and offers a combination of advisor-managed and sub-advised programs, with a notable focus on non-discretionary asset management.