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Charles K
Series 63, Series 65
Sea Island, GA
STIFEL
Charles Knox II is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously spent 12 years at Raymond James & Associates before joining Stifel in 2025. Knox serves as a trustee for the University of Georgia Foundation, participating in committees that oversee scholarships and trustee nominations, and is also a trustee of the Knox Foundation, a family charitable organization. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
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