TAYLOR BASDEN - Key Persons
Job Titles:
- Client Liaison & Group Plan Coordinator
In 2008, Holli Taylor joined Kellie Basden and they became co-owners of Taylor|Basden & Associates, Financial Group. They believed their previous combined 40 plus years of working in various facets of banking and financial fields would provide the perfect foundation for them to step out and open their own independent firm. Since then, the Firm has grown to over $150 million in asset management and continues to grow.
Holli and Kellie believe in customizing recommendations based on the client's individual circumstances. Listening to each client's needs, wants, and goals is the first step in formulating a plan that can establish a heritage for future generations.
In addition to helping individuals and families navigate their financial journey, Taylor|Basden is a premier provider of 401(k), 403(b), and 457 retirement plan strategies and education. Our approach at Taylor|Basden & Associates is to service the plan sponsor, but also to make each individual participant feel as if they have a financial advisor that can walk them through the different stages of life. Whether the participant is in a stage of growing their portfolio or the distribution stage for retirement income, Taylor/Basden can help them through the journey.
Taylor|Basden & Associates Financial Group is effectively supported by a team of administration and investment product specialists whose teamwork is utilized to strengthen and build long-term relationships and provide excellent customer service.
Holli and Kellie both attended Oklahoma State University, have both been invited to join the Million Dollar Round Table* and have won numerous industry awards.
Job Titles:
- Client Service Specialist
Job Titles:
- Special Projects Coordinator
Job Titles:
- Investment Advisor
- Registered Principal Financial Adviser
- Second Generation Investment Advisor
Stephen Jones is a second generation investment advisor that believes people deserve financial confidence. He does this through investing and protecting the things that matter most to them in their lives. Utilizing the tools given to him, he has developed a process to assist his clients in achieving their needs, wants, and wishes in a highly personalized way. "At the end of the day my main goal is to instill financial confidence in my clients, and that I have worked with them to make their lives easier, and more enjoyable."
Stephen attended Randal University and received a Bachelor of Science Degree in Business Administration. He received the Accredited Asset Management Specialist designation in 2017 from the College for Financial Planning, and the Accredited Investment Fiduciary Certification® in 2018. Stephen believes in a life of learning.
Stephen is an Investment Advisor Representative with Cetera Advisor Networks with Series 7, 24, 63, and 65 securities registrations. He also currently holds Life, Health, and Disability insurance licenses.