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Jason L
Series 63, Series 66
Brevard, NC
STIFEL
Jason Lefler is a financial advisor with Stifel in Brevard, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Michael B
Series 63, Series 65
Brevard, NC
STIFEL
Michael Boulos is a financial advisor at Stifel with Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Milton T
Series 66
Brevard, NC
STIFEL
Milton Tynch Jr. is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2008. Stifel serves a diverse 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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