James Walls is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Based in Greenville, DE, he provides financial advisory services through Stifel. 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 guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Kevin Walls is a financial advisor at Stifel with 16 years of industry experience. He has held his position at Stifel Nicolaus & Co Inc since 2015. Walls holds Series 63 and Series 66 designations and is based in Greenville, DE. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Robert Budakian is a CFA® charterholder with 31 years of industry experience. He has been with Stifel since 2015 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member for KAU Little League, supporting youth sports in his local community. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies 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 financial planning.