Trace Urquhart is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Health South Rehabilitation. Outside of his advisory role, he hosts a Christian podcast through Delight In Hardship LLC. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kreg Urquhart is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2021, following a 12-year tenure with UBS Financial Services Inc. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning through forward-looking capital market assumptions and probabilistic modeling.

Jacy Urquhart is a financial advisor at Stifel with four years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2021, Jacy held positions at Texas A&M University’s Office of Admissions and the Center for Executive Development at Mays Business School. Jacy also serves as a Texas Public Notary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment methodologies developed by its Investment Strategy Group.