We invest your money with discipline because we care.
We speak in simple terms because life is already complicated enough.
We communicate our discipline so it’s transparent.
We plan ahead because people don’t plan to fail, they fail to plan.
We enjoy our role serving you and we like to have fun.

We are Tipper Tipton and Fred Middleton and we’d be happy to serve you.

TIPPER TIPTON Managing Director, Wealth ManagementTipper Tipton is a native of Montgomery, Alabama and a graduate of Auburn University. His career began with tenures at two global Wall Street firms where he received extensive training and experience. Interestingly enough, Tipper’s experiences weren’t just about following what everyone else was doing, he was keenly aware of what wasn’t being done. It is this wisdom and foresight that led Tipper to develop a passion and ambition to do more for investors.In 2006, Tipper and Fred Middleton spearheaded W.R. Taylor’s Wealth Management Division. Together, Fred and Tipper have created a new approach to helping clients invest – 360° Investment Discipline. Tipper has always had a strong sense of commitment to serving his clients by being able to sit at the same side of the table as them and genuinely look out for their best interests. It is this commitment that has helped W.R. Taylor Wealth Management quickly become a leading wealth management firm in Montgomery, Alabama and the surrounding region.Tipper enjoys spending most of his time with his wife and two daughters. He is an avid outdoorsman. Tipper is licensed and registered with a Series 7, 63, 65 as well as Life and Variable Insurance.

FRED MIDDLETON Managing Director, Wealth ManagementFred Middleton began his investment career working for one of the world’s most prestigious investment firms – Morgan Stanley. Having made a significant impact in the field of investments, one of the world’s largest banks at that time, UBS, recruited him to their company.Throughout Fred’s career, he has been concerned with how undisciplined investing can impact people’s lives. Fred has developed a passion and motivation to create a better way to help clients invest with discipline in all market conditions. Fred has focused on innovation and education as keys to his investment philosophy.Drawing on the strength of a partnership forged early in his career, Fred Middleton partnered with Tipper Tipton to develop a Wealth Management Division of W.R. Taylor & Company. With the spirit and determination to be the best, they have made it one of the most recognizable names in results-oriented investing. Fred enjoys reading and spending time at the lake with family and friends. He graduated from Troy University with a Management Degree. Fred is licensed and registered with a Series 7, 63, 65 as well as Life and Variable Insurance.