Menu
Noel Taylor Agency Financial Services
About Us
Here to help you achieve your financial goals
At Noel Taylor Agency Financial Services, we assist our neighbors and friends in the Southeast, United States to get on track towards a secure financial future heading into retirement. We value our community and all those within it, working everyday to offer them a variety of financial products to pave a path towards reaching their financial goals. Their needs, goals and demands are the foundation on which we have built our business, and our greatest fulfillment lies in seeing our clients living the retired life they’ve always dreamed of.
Our Three Step Process
Step One
Understand Your Goals
In your first meeting, we will discuss your financial goals and objectives. We will get to know who you are and where your needs lie. No products will be bought or sold during this meeting
Step Two
Create a plan
After assessing your goals and needs, we will gather and analyze your information, identifying areas of strength and weakness. This will then allow us to create a financial plan together to ensure your goals are met.
Step Three
Implement & Review
During your third meeting, the plan will be implemented, reviewed and any final changes will be made. We will periodically review your plan to ensure that you are still on track to meet your goals. Any necessary adjustments will be made appropriately, but never without your approval.
Noel Taylor Agency Financial Services
Our Team
Below are the wonderful people that make up the NTA team. To learn more about them, press “Read More” below. They are all an important part of meeting your needs and goals!
Lamar Brabham
CEO & Founder
Lamar Brabham
Founder & CEO
With over 47 years in the financial services industry, Lamar brings a wealth of knowledge and experience to his role as President and Wealth Management Specialist at NTA.
Focusing on wealth management, Lamar and his firm design plans that provide safety, growth and liquidity. Because of his expertise, Lamar has been tasked with writing articles for top financial publications such as Forbes, U S News and World Report, AARP, Fox Business, MSN, and Yahoo Finance. Although Lamar boasts a stellar reputation, he is most proud of his relationships with his clients. The most pivotal day in his life was March 1st, 1980, when he married the love of his life Sandy Brabham. Together they raised 2 beautiful daughters, Natalie Taylor and Samantha Noel. Hence the firm’s name “Noel Taylor”. At the time of this writing, they were blessed with 2 terrific sons in law, and 3 wonderful grandchildren (with 2 more on the way).
Sandy Brabham
Vice President & Co-Founder
Sandy Brabham
Vice President
With her high school sweetheart and their two beautiful daughters by her side, Sandy Brabham, Vice President, has spent a lifetime pursuing her dreams and embracing experiences. Her purpose is to help each of her clients do the same.
Sandy received her BS in Business Administration from The College ofCharleston in 1976 and her MBA from George Washington University in 1977. Additionally, she holds the title of a designated Wealth Management Specialist. During her 35 plus years of experience in the employee benefits industry, Sandy has worked with employers and employees to provide exemplary customer service and back-office support. She attributes her success to the client-centric approach she takes when servicing clientele. There is always something to be stressing about, which is why Sandy is honored to be of service in easing the anxiety of her clients through engineering an actionable plan for their financial future.
