Greensboro, NC Office

Jennifer Cockman is a financial advisor at Stifel with 12 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following three years at Oppenheimer & Co Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Justin Vidovich is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. He worked at Envestnet, Inc. from 2012 to 2023 before joining Stifel in 2024. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies. The firm also provides services to private funds and pooled vehicles and operates alongside affiliated trust companies and banks.

John Scott Jr. is a CFP® professional with 28 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2017. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2017. Outside of his advisory role, he contributes to education institutions as an Investment Committee Member at Greensboro College and Finance Committee Member at Greensboro Day School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Gregory Gonzales is a financial advisor with Stifel in Greensboro, NC, holding Series 63 and Series 66 licenses and 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2014. Outside of his advisory role, he serves on the advisory board of the Moses Cone Healthcare Cancer Center and is a board member of the Ross Angel Foundation. 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.

Chauncey Pegram III is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Citigroup Global Markets. He has been with Stifel Nicolaus & Co Inc since 2019. 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 utilizes proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jacqueline Wieland is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co. since 2014. Wieland serves on several boards, including as Chairman of the Dean's Advisory Board at the VA Tech Carilion School of Medicine and as a board member of the Institute of World Politics, as well as participating in nonprofit finance committees and foundations in the Greensboro area. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

John Cash is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, previously spending two years at Wells Fargo Clearing. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, 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.

Karla Johnson is a CFP® professional with 12 years of experience in the financial industry, currently serving at Stifel since 2022. Her previous roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Axa Advisors, LLC. Outside of her advisory work, she is a member of the UNC Greensboro Planned Giving Network of Professional Advisors and owns Karla Davis Music, where she works as a musician. Stifel serves a broad client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses for clients.

Larry Hammonds is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following three years at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, high net worth clients, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodology.

Phillip Joyce is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. He holds the Series 63 and Series 66 designations. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, 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 to support asset allocation and financial planning.

Christopher Barbee is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at Oppenheimer & Co. Inc. from 2014 to 2017. He serves on the Greensboro Financial Services Advisory Council as a board member. Stifel provides investment advisory and brokerage services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, offering analysis and guidance intended to support client decision-making.

Grant Gillespie is a financial advisor at Stifel in Greensboro, NC, holding a Series 66 designation with four years of industry experience. Prior to joining Stifel in 2022, he spent six years at Inmar from 2016 to 2022. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Paul Vidovich is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Stifel since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member of Vidken LLC, which owns a beach house in Greensboro, NC. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning guidance.