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Alicia D
CFP®, Series 63, Series 66
Fayetteville, NC
STIFEL
Alicia Donahue is a Certified Financial Planner® (CFP®) with four years of industry experience. She is currently with Stifel and has previously worked at Janney Montgomery Scott and The Vanguard Group, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Thomas B
Series 63, Series 65
Fayetteville, NC
STIFEL
Thomas Bolton Jr. is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and allocation guidance based on forward-looking capital market assumptions.
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