About
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Meet Our Team
Mischelle Copeland
First Vice President - Investments
Mischelle Copeland
About Me
How Can She Help You
Mischelle has been in the investment business for more than 37 years, beginning her career at Republic Bank in 1979. Mischelle is known for her deep understanding of her clients’ needs as she navigates her clients through complex life transitions. She develops a deep understanding of every client’s current and future needs as a top priority to bring solutions to her clients’ lives. Mischelle’s goal is to coordinate, consolidate, and simplify clients’ lives to help enable them to focus on what matters most to them and their families. Whether it is retirement planning, portfolio construction, educational savings, establishing family legacies designed with family complexities in mind, or preserving and transferring wealth within families, Mischelle’s desire to understand clients’ needs and to develop and provide viable solutions is always her primary focus.
What Makes Her Knowledgeable
Mischelle currently serves as a First Vice President – Investments at Wells Fargo Advisors.
She began her financial career in 1979 at Republic Bank in Dallas, serving clients in the highly secured safekeeping vault. During her career there, she earned many promotions and served in several areas including the safekeeping vault, the trust department, and the funds management group. Mischelle eventually transitioned to MBank in 1989 serving clients as a client associate, quickly followed by her promotion to financial advisor in 1990. Mischelle transitioned to Wachovia, now Wells Fargo Advisors, in 2006.
Mischelle’s client service speaks volumes as she continues to serve the children, grandchildren, and great grandchildren to many of her first clients. She and her team have a history of delivering exceptional service to a select group of clients. They strive to go above and beyond to serve as good stewards of their client’s goals, dreams and aspirations.
Mischelle and her team, The Copeland Horton Wealth Management Group of Wells Fargo Advisors, have earned a spot on Forbes Best-in-State Wealth Management Teams for 2025 and 2023.
Getting to Know Her
Mischelle and her husband reside in the Arlington Texas area. She enjoys spending time with her husband, family and their grandchildren. Mischelle’s favorite pastime is working her beautiful garden with her beloved german shepherd pups.
CA Insurance License Number: 0M09468
Resident State: TX
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
How Can She Help You
Mischelle has been in the investment business for more than 37 years, beginning her career at Republic Bank in 1979. Mischelle is known for her deep understanding of her clients’ needs as she navigates her clients through complex life transitions. She develops a deep understanding of every client’s current and future needs as a top priority to bring solutions to her clients’ lives. Mischelle’s goal is to coordinate, consolidate, and simplify clients’ lives to help enable them to focus on what matters most to them and their families. Whether it is retirement planning, portfolio construction, educational savings, establishing family legacies designed with family complexities in mind, or preserving and transferring wealth within families, Mischelle’s desire to understand clients’ needs and to develop and provide viable solutions is always her primary focus.
What Makes Her Knowledgeable
Mischelle currently serves as a First Vice President – Investments at Wells Fargo Advisors.
She began her financial career in 1979 at Republic Bank in Dallas, serving clients in the highly secured safekeeping vault. During her career there, she earned many promotions and served in several areas including the safekeeping vault, the trust department, and the funds management group. Mischelle eventually transitioned to MBank in 1989 serving clients as a client associate, quickly followed by her promotion to financial advisor in 1990. Mischelle transitioned to Wachovia, now Wells Fargo Advisors, in 2006.
Mischelle’s client service speaks volumes as she continues to serve the children, grandchildren, and great grandchildren to many of her first clients. She and her team have a history of delivering exceptional service to a select group of clients. They strive to go above and beyond to serve as good stewards of their client’s goals, dreams and aspirations.
Mischelle and her team, The Copeland Horton Wealth Management Group of Wells Fargo Advisors, have earned a spot on Forbes Best-in-State Wealth Management Teams for 2025 and 2023.
Getting to Know Her
Mischelle and her husband reside in the Arlington Texas area. She enjoys spending time with her husband, family and their grandchildren. Mischelle’s favorite pastime is working her beautiful garden with her beloved german shepherd pups.
CA Insurance License Number: 0M09468
Resident State: TX
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
First Vice President - Investments
https://www.linkedin.com/in/mischellecopeland
Nicole Horton, CFP®, MBA
First Vice President - Investment Officer
CERTIFIED FINANCIAL PLANNER®
Nicole Horton, CFP®
, MBA
About Me
How Can She Help You
Nicole has been in the investment business for over fifteen years. Working with clients and their families in a highly client-centric approach with complex family matters is her specialty. Nicole seeks to develop unbiased comprehensive, individualized investment plans that establishes clear objectives and investment strategies to achieve her clients’ goals. Whether it is retirement planning, portfolio construction, educational savings, establishing family legacies designed with family complexities in mind, or preserving and transferring wealth within families, Nicole’s desire to understand clients’ needs and to develop and provide viable solutions is always her primary focus.
What Makes Her Knowledgeable
Nicole currently serves as a First Vice President – Investment Officer at Wells Fargo Advisors and is a CERTIFIED FINANCIAL PLANNER®.
She began her financial career in accounting with a North Texas multi-family real estate firm in 2008. In September 2009, Nicole left the accounting world to join Wells Fargo Advisors. She and her team have a history of delivering exceptional service to a select group of clients. They strive to go above and beyond to serve as good stewards of their client’s goals, dreams and aspirations.
Nicole is a graduate from The University of Texas at Arlington, where she earned her MBA with a focus in accounting in 2008. She earned her Bachelor of Business Administration with a concentration in finance also from The University of Texas at Arlington. While earning both of her degrees, she held a management position at UPS in Fort Worth.
Nicole and her team, The Copeland Horton Wealth Management Group of Wells Fargo Advisors, have earned a spot on Forbes Best-in-State Wealth Management Teams for 2025 and 2023. In addition, Nicole has received The Five Star Wealth Manager Award as seen in Texas Monthly Magazine eight times (2025, 2024, 2023, 2022, 2021, 2019, 2018, 2016).
Getting to Know Her
Nicole has Texas in her blood and is grateful to have called the Arlington & Mansfield area home all her life. Her and her husband are high school sweethearts and are proud parents raising their two teenage boys. She has volunteered with their local little league, PTA events and countless volunteer efforts. In Nicole’s off time, you may catch her running in the Cowtown Half Marathon, hiking with her family and spending time with family and friends.
CA Insurance License Number: 0M07489
Resident State: TX
Certificates: CFP®
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Five Star Disclosure
This award was issued on 07/01/2025 by Five Star Professional (FSP) for the time period 10/09/2024 through 05/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4405 Dallas/Fort Worth-area wealth managers were considered for the award; 315 (7 % of candidates) were named 2025 Five Star Wealth Managers.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
Award issued on July 1, 2024 by Five Star Professional (FSP) for the time period 10/10/2023 through 4/30/2024. 4,255 Dallas/Fort Worth area wealth managers were considered for the award; 342 (8% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2023 by Five Star Professional (FSP) for the time period 10/10/2022 through 5/5/2023. 4,274 Dallas/Fort Worth area wealth managers were considered for the award; 336 (8% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2022 by Five Star Professional (FSP) for the time period 9/20/2021 through 4/8/2022. 4,039 Dallas/Fort Worth area wealth managers were considered for the award; 330 (8% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2021 by Five Star Professional (FSP) for the time period 9/20/2021 through 4/8/2022. 4,007 Dallas/Fort Worth area wealth managers were considered for the award; 323 (8% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2019 by Five Star Professional (FSP) for the time period 10/22/2018 through 5/3/2019. 3,899 Dallas/Fort Worth area wealth managers were considered for the award; 393 (10% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2018 by Five Star Professional (FSP) for the time period 10/24/2017 through 5/21/2018. 3,851 Dallas/Fort Worth area wealth managers were considered for the award; 338 (9% of candidates) were named Five Star Wealth Managers.
Award issued on June 1, 2016 by Five Star Professional (FSP) for the time period 11/30/2015 through 5/18/2016. 2,471 Dallas/Fort Worth area wealth managers were considered for the award; 678 (27% of candidates) were named Five Star Wealth Managers.
How Can She Help You
Nicole has been in the investment business for over fifteen years. Working with clients and their families in a highly client-centric approach with complex family matters is her specialty. Nicole seeks to develop unbiased comprehensive, individualized investment plans that establishes clear objectives and investment strategies to achieve her clients’ goals. Whether it is retirement planning, portfolio construction, educational savings, establishing family legacies designed with family complexities in mind, or preserving and transferring wealth within families, Nicole’s desire to understand clients’ needs and to develop and provide viable solutions is always her primary focus.
What Makes Her Knowledgeable
Nicole currently serves as a First Vice President – Investment Officer at Wells Fargo Advisors and is a CERTIFIED FINANCIAL PLANNER®.
She began her financial career in accounting with a North Texas multi-family real estate firm in 2008. In September 2009, Nicole left the accounting world to join Wells Fargo Advisors. She and her team have a history of delivering exceptional service to a select group of clients. They strive to go above and beyond to serve as good stewards of their client’s goals, dreams and aspirations.
Nicole is a graduate from The University of Texas at Arlington, where she earned her MBA with a focus in accounting in 2008. She earned her Bachelor of Business Administration with a concentration in finance also from The University of Texas at Arlington. While earning both of her degrees, she held a management position at UPS in Fort Worth.
Nicole and her team, The Copeland Horton Wealth Management Group of Wells Fargo Advisors, have earned a spot on Forbes Best-in-State Wealth Management Teams for 2025 and 2023. In addition, Nicole has received The Five Star Wealth Manager Award as seen in Texas Monthly Magazine eight times (2025, 2024, 2023, 2022, 2021, 2019, 2018, 2016).
Getting to Know Her
Nicole has Texas in her blood and is grateful to have called the Arlington & Mansfield area home all her life. Her and her husband are high school sweethearts and are proud parents raising their two teenage boys. She has volunteered with their local little league, PTA events and countless volunteer efforts. In Nicole’s off time, you may catch her running in the Cowtown Half Marathon, hiking with her family and spending time with family and friends.
CA Insurance License Number: 0M07489
Resident State: TX
Certificates: CFP®
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Five Star Disclosure
This award was issued on 07/01/2025 by Five Star Professional (FSP) for the time period 10/09/2024 through 05/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4405 Dallas/Fort Worth-area wealth managers were considered for the award; 315 (7 % of candidates) were named 2025 Five Star Wealth Managers.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
Award issued on July 1, 2024 by Five Star Professional (FSP) for the time period 10/10/2023 through 4/30/2024. 4,255 Dallas/Fort Worth area wealth managers were considered for the award; 342 (8% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2023 by Five Star Professional (FSP) for the time period 10/10/2022 through 5/5/2023. 4,274 Dallas/Fort Worth area wealth managers were considered for the award; 336 (8% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2022 by Five Star Professional (FSP) for the time period 9/20/2021 through 4/8/2022. 4,039 Dallas/Fort Worth area wealth managers were considered for the award; 330 (8% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2021 by Five Star Professional (FSP) for the time period 9/20/2021 through 4/8/2022. 4,007 Dallas/Fort Worth area wealth managers were considered for the award; 323 (8% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2019 by Five Star Professional (FSP) for the time period 10/22/2018 through 5/3/2019. 3,899 Dallas/Fort Worth area wealth managers were considered for the award; 393 (10% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2018 by Five Star Professional (FSP) for the time period 10/24/2017 through 5/21/2018. 3,851 Dallas/Fort Worth area wealth managers were considered for the award; 338 (9% of candidates) were named Five Star Wealth Managers.
Award issued on June 1, 2016 by Five Star Professional (FSP) for the time period 11/30/2015 through 5/18/2016. 2,471 Dallas/Fort Worth area wealth managers were considered for the award; 678 (27% of candidates) were named Five Star Wealth Managers.
First Vice President - Investment Officer
CERTIFIED FINANCIAL PLANNER®
https://www.linkedin.com/in/nicolehorton1
MBA