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Jasper L

Series 63, Series 66

Raleigh, NC

STIFEL

Jasper Lee Jr. is a financial advisor at Stifel with 55 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is the sole owner of an LLC established to provide a residence for his daughter and grandchildren. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Gregory S

CFP®, Series 63, Series 65

Raleigh, NC

STIFEL

Gregory Seamster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a partner and owner of Buckfins and Feathers LLC, a hunting farm in North Carolina. Stifel serves a diverse client base ranging from individuals to institutional investors, offering brokerage and investment advisory services with a focus on fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

General retirement planning Income planning
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Julia L

Series 63, Series 66

Raleigh, NC

STIFEL

Julia Lovejoy is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at several firms including Merrill, Wells Fargo Advisors, Prospera Financial Services, and Truist Investment Services before joining Stifel in 2024. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic, fee-based financial planning and emphasizes diverse activities such as municipal market involvement and services to private funds.

General retirement planning Income planning
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Amber B

Series 63, Series 66

Raleigh, NC

STIFEL

Amber Barefoot is a financial advisor at Stifel with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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David C

Series 66

Raleigh, NC

STIFEL

David Clark Jr. is a financial advisor at Stifel in Raleigh, NC, holding a Series 66 credential. He began his advisory career in 2025 and previously worked at Croatan Investments from 2023 to 2025. Before entering the financial industry, he was employed at Athens Orthopedic Clinic and attended the University of Georgia. Stifel serves a diverse clientele including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Samantha C

Series 66

Raleigh, NC

STIFEL

Samantha Condon is a financial advisor at Stifel in Raleigh, NC, holding a Series 66 designation with four years of industry experience. She has worked at Stifel since 2021 and previously held roles at KeyBank and the New York State Office of Child and Family Services. 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.

General retirement planning Income planning
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