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Lewis L
Series 66
Auburn, AL
STIFEL
Lewis Lamberth is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.
Paul S
Series 63, Series 65
Auburn, AL
STIFEL
Paul Simmons is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2014, following prior roles at Merrill and Citigroup Global Markets. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
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