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Terrell T
Series 66
Meridian, MS
STIFEL
Terrell Temple is a financial advisor at Stifel with 24 years of industry experience and holds a Series 66 credential. He has been with Stifel since 2009. Outside of his advisory role, he serves as a board member of the Community Foundation of East Mississippi and is president of the Sentinel Ridge Owners Association. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach includes proprietary analysis and allocation guidance developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.
Charles B
Series 66
Meridian, MS
STIFEL
Charles Boatner is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Seek Now, Ridge Valley Exteriors, Sanderson Farms, John O'neil Johnson Toyota, and RJ Young Co. Outside of his advisory role, he is an officer of Boatner Contracting LLC, which performs storm inspections for insurance claims. Stifel serves a broad range of clients, 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.
Phillip J
Series 66
Meridian, MS
STIFEL
Phillip Jenkins is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance relies on a proprietary methodology developed by its Investment Strategy Group and provides both episodic financial planning and recommendations of third-party advisers.
Christopher K
Series 66
Meridian, MS
STIFEL
Christopher Knight is a financial advisor at Stifel with six years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Organogenesis, Inc. and Johnson & Johnson, Inc. Outside of his advisory work, Knight is a co-owner and manager of Midas Medical, LLC, a medical device sales distributor. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide guidance on asset allocation, retirement, and estate planning.
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