Augusta, GA Office

Robert Adams is a Certified Financial Planner® with 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the Board of Trustees for the Redeemer Presbyterian Church Pre-K program in Evans, GA. Stifel serves a broad 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 guide asset allocation, retirement, insurance, and estate planning.

Gregory Massey is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2009. Stifel serves a range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Julian Lively is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves as chairman of the Budget & Finance Committee at Kiokee Baptist Church. Stifel serves a diverse client base 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.

Robert Kilpatrick is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Kilpatrick serves as President of the Board of Governors at Augusta Country Club. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy and planning methodology.

Carla Register is a financial advisor at Stifel with 37 years of industry experience. She has been with Stifel since 2009. Carla holds a Series 63 designation and is also a Notary Public in the State of 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 methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Julian Lively is a financial advisor with STIFEL in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with STIFEL since 2009. Outside of his advisory role, he serves as Treasurer and Finance Committee member at Kiokee Baptist Church, where he oversees financial affairs and reporting. STIFEL serves a diverse client base including individuals, institutions, and municipalities, 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.

Caroline Hardy is a financial advisor at Stifel with four years of industry experience. She holds the Series 66 designation and previously worked for ten years at Hull Property Group and Gemini Construction Company. 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 uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Nolan Baird Jr. is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2013. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment strategy is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Scott Sewell is a financial advisor at Stifel with 35 years of industry experience, including 17 years at Stifel since 2009. He holds Series 63 and Series 65 licenses and is based in Augusta, GA. Outside of his advisory role, he serves on the Capital Campaign Committee for Redeemer Church, assisting with fundraising efforts for a new church building. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking capital market analyses and asset allocation guidance.

William Zealy is a financial advisor with Stifel in Augusta, GA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Stifel since 2009. Zealy serves on the Board of Directors for the Kiwanis Club of Augusta, focusing on veterans affairs. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional investors, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Cameron Brown is a financial advisor at Stifel with 29 years of industry experience, including 17 years at Stifel. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as Chair of the Endowment Advisory Committee at Augusta Country Club. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Raymond Brady is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2014. Brady also serves as a trustee for Tuttle-Newton, a nonprofit organization supporting children and families in Augusta, 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 approach relies on proprietary methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

Gerald Fuller is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.