David began his investment industry career in 1986 and joined Stifel in 2009. Prior to joining Stifel, he worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. David uses a customized approach, FORM, to help clients who have worked hard to accumulate their wealth. His investment planning process allows him and the team to explore the things that matter most to their clients – family, occupation, recreation, and money.
David earned a B.B.A. in Finance from Georgia Southern University and holds Series 7, 9 & 10, 63, and 65 securities licenses.
Brandon began his investment industry career in 2018 and joined Stifel in 2024. Prior to joining Stifel, he worked as a financial professional at Equitable Advisors for five years. Brandon’s mission is to use an approach to add all of the pieces of his clients’ financial puzzle together to pursue short- and long-term goals. While there is no one-size-fits-all plan, product, or investment that will help you pursue your goals, it is important to maintain flexibility and adaptability as the market fluctuates and your situation changes over the years. Brandon makes your needs and goals his priority.
Brandon earned a Bachelor of Business Administration in Finance from Georgia Southern University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). He also earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Robin began her financial services career in 1984 and joined Stifel in 2021. She began her career in the Operations department with Johnson Lane Space Smith, which was later acquired by Interstate Securities, where Robin began her sales assistant career. Throughout her career, she has been dedicated to providing a high level of client service.
Lillian began her financial services career at Stifel in 2024. She has served as an experienced business manager and executive assistant with over a decade in the manufacturing, commercial, and banking sectors. With a lifelong devotion to learning, she attained multiple environmental certifications and developed procedural manuals and trained others in following those procedures as well as traveling abroad for lead (Pb) remediation in Africa. Lillian is eager to apply her love of learning and attention to detail to support the team and their clients.
Lillian has been a contributor to the Sierra Club since 2018, a community advocate of the arts, and is a member of Friends of Urban Nature (FUN).
Subscribe to Our Latest News
Sign up to receive newsletters, event invitations, and timely market news straight to your inbox.
