Atlanta, GA Office

Margaret Greer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Ryan Hilliard is a CFP® with 26 years of industry experience and has been with Stifel since 2005. He is based in Atlanta, GA. 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 from its Investment Strategy Group. The firm provides episodic, fee-based financial planning and works alongside affiliated trust companies and banks to offer additional financial services.

Bradley Simmons is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and asset allocation guidance.

Thomas Fluent is a financial advisor at Stifel with 31 years of industry experience. He has previously worked at BB&T Securities, SunTrust Advisory Services, and SunTrust Investment Services. Fluent holds Series 63 and Series 65 registrations. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering 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.

Julie Tener is a financial advisor at Stifel in Atlanta, GA, with 19 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2022. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

William Darby is a financial advisor with Stifel in Atlanta, GA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked at UBS Financial Services from 2008 to 2018 before joining Stifel in 2018. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services alongside fee-based financial planning. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Caroline Reid is a financial advisor at Stifel in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. She has been with Stifel since 2018 and previously worked at Kensie and the University of Georgia. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

John Mccarthy Jr. is a CFP®-certified financial advisor with 37 years of industry experience, currently practicing at Stifel in Atlanta, GA. Prior to joining Stifel, he worked at Truist Advisory Services and Bb&T Securities. He serves as a board member of the Fulton County Employees Retirement System Retiree Pension Board and is a member of the golf committee at Brookfield Country Club. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dale Teat is a financial advisor with Stifel in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies.

Gregory Lowery is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services Inc. from 2008 to 2020. 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.

Jonathan Pakula is a financial advisor at Stifel in Atlanta, GA, with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm applies a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Marcus Wheeler is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2016. Prior to that, he spent 19 years at Morgan Stanley in various capacities. 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.

Edward Ferguson Jr. is a financial advisor at Stifel based in Atlanta, GA, holding a Series 66 designation. He began his career in the financial sector in 2024 with Reagan Consulting and has prior experience at Deloitte & Touche and Classic City Bank. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support financial planning and asset allocation.

David Bowlin Jr. is a financial advisor at Stifel with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Outside of his advisory role, he serves on the Advisory Council of Saint Anne's Day School and is a board member of the Atlanta Speech School, participating in its Personnel Committee. Stifel serves a broad range of clients, including individuals and institutional entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James Mclendon is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Stifel. His prior work includes roles at Wells Fargo Clearing and Wachovia Securities. Stifel serves a wide range of clients, including individual investors, institutional clients, and municipal entities, providing brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.