Brandon James is a CFP® certificant working with Stifel in Savannah, GA, with seven years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, Llc. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

George Barrow is a Series 66 licensed financial advisor at Stifel with 16 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as a board member of the Savannah Benevolent Association, a charitable organization. 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 based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

David Barrow III is a financial advisor at Stifel with over 53 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. Barrow is active in his community, serving as treasurer for the Savannah Benevolent Association and the Christian Business Men’s Committee of Downtown Savannah, and is a member of the Trust Committee at St. John's Church in Savannah. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment strategy developed by its Investment Strategy Group.

Sherry Parker is a financial advisor with Stifel in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Stifel since 2015. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ryan Josey is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus since 2017. Prior to his career in finance, he was affiliated with Georgia Southern University from 2012 to 2017. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Steven Bacon is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2009, following a tenure at UBS Financial Services. Outside of his advisory work, he owns and operates an agricultural business focused on breeding, racing, and sales of thoroughbred horses. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Kevin Vogel is a financial advisor at Stifel with seven years of industry experience. He holds a Series 66 designation and has been with Stifel since 2018. Prior to joining Stifel, he worked at Wild Wing Cafe from 2015 to 2018. Vogel serves on the Regional Advisory Board for the Girl Scouts of Historic Georgia. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

George Thompson is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His work history includes time at the University of Georgia and Benedictine Military School prior to joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Cynthia Vogel is a financial advisor with Stifel in Savannah, GA, holding a Series 66 designation and 28 years of industry experience. Her prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. She volunteers with the Girl Scouts of Historic Georgia and serves as an advisor to the Finance Committee at St. James the Less Catholic Church. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Marty Phillips is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2023. Prior to joining Stifel, he worked at The Leaders Group, Inc. and Buckhead Brokerage Group, LLC. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Kaitlyn Jackson is a Series 66-licensed financial advisor at Stifel with six years of industry experience. She has been with Stifel Nicolaus & Company Inc. since 2019 and previously worked at First Uniform Inc. and Bahama Joe's. 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 based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to guide client decisions.

Thomas Thomson Jr. is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2009. Outside of his advisory role, he owns a business called Village Barber. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Ron Josey is a financial advisor with Stifel in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves on the finance committee of Southside Baptist Church. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.