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Angela Dionne Ganger

Advisor at STIFEL — Johnson City, TN

Updated today

Credentials

Series 63, Series 65

Experience

21 years

Location

Johnson City, TN 37604

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 469 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Angela Ganger is a financial advisor at Stifel with 21 years of industry experience. She has held her current position since 2012. Angela holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Johnson City, TN

1319 Sunset Drive, Suite 201

Johnson City TN 37604

Advisors at this office

5

Most active in

Tennessee · Texas

Work history

21 years of industry experience

STIFEL

2012 - Present • 14 years

Johnson City, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Larry G

Series 66

Johnson City, TN

GROGAN Advisory Services, LLC

Larry Grogan is the principal of GROGAN Advisory Services, LLC, an independent advisory firm based in Johnson City, TN. He holds the Series 66 designation and has 26 years of industry experience, including 23 years with his current firm. Outside of his advisory work, he is an author, public speaker, and founder of a mental-health nonprofit. GROGAN Advisory Services primarily serves individual clients, including many high-net-worth individuals, as well as businesses, charities, and small pension plans. The firm provides wealth management services with a conservative investment approach, utilizing fundamental analysis and third-party research, and coordinates with specialist managers for alternative investments when appropriate.

Wealth management Charitable giving & philanthropy
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Benjamin E

Series 65

Johnson City, TN

W.B. Edwards & Co.

Benjamin Edwards is a financial advisor at W.B. Edwards & Co. He holds a Series 65 designation and has been with the firm since 2026. Prior to this, he has managed the Tennessee Lawn Company since 2015. W.B. Edwards & Co. is an independent investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with portfolio management and financial planning services. The firm combines fundamental, quantitative, and technical analysis across various investment strategies and also provides corporate advisory, public finance, treasury management, and research/valuation work.

Active portfolio management Options & derivatives strategies Passive / index investing
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Matthew A

Series 65

Johnson City, TN

Valor Financial Planning

Matthew Albritton is a financial advisor at Valor Financial Planning in Johnson City, TN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Ferguson Wealth Management and American Values Investments. Valor Financial Planning is an independent, fee-only registered investment adviser serving primarily individual clients, as well as charitable organizations and businesses. The firm emphasizes long-term, passive portfolio construction with a focus on asset allocation and low-cost mutual funds and ETFs, offering various engagement formats including subscription-style retainers and specialized support for retirement-plan advice and student loan repayment.

College savings (529s, UTMA, etc.) Student loan debt Debt management Cash flow / budgeting
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Justin L

CFP®, Series 65

Johnson City, TN

Allied Investments

Justin Lester is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Allied Investments in Johnson City, TN. He previously worked for Aldebaran Financial Inc. for 19 years. In addition to his advisory role, Lester provides professional trustee and executor services, managing assets within trusts and estates. Allied Investments offers discretionary investment management, financial planning, and tax preparation services to individuals, high-net-worth clients, retirement plans, and corporations. The firm utilizes a long-term investment approach with a focus on exchange-traded funds and low-cost mutual funds, incorporating options and derivative strategies that are uncommon among peers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management
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William F

Series 66, Series 63

Kingsport, TN

Fletcher Wealth Management, Inc.

William Fletcher is the sole advisor at Fletcher Wealth Management, Inc. in Kingsport, TN, holding Series 66 and Series 63 credentials with 19 years of industry experience. He previously worked at Morgan Stanley and Bethany College, and also coaches high school sports outside of his advisory role. Fletcher Wealth Management, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers discretionary portfolio management through a wrap fee program and employs a combination of charting, fundamental, technical, cyclical, and quantitative analyses across various investment strategies tailored to client needs.

Options & derivatives strategies Real estate investing Annuities
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Austin R

Series 65

Johnson City, TN

Lake Park Advisors

Austin Reppart is a financial advisor at Lake Park Advisors with 10 years of industry experience and holds a Series 65 designation. He also serves as an operations manager and staff accountant at Eddy, CPA, where he provides tax preparation and accounting services. Lake Park Advisors offers discretionary portfolio management, financial planning, and qualified plan consulting to individuals and business entities, managing approximately $18.7 million across 91 client relationships. The firm’s approach includes tailored investment programs based on clients’ goals and risk tolerance, with an emphasis on fundamental analysis and a range of investment strategies. A notable aspect of the firm is its affiliation with an active CPA and tax-preparation practice, providing clients with integrated tax and investment services or the option to keep them separate.

General estate planning guidance Tax strategies for small businesses Active portfolio management
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