Meridian, MS Office

Team
Updated today
STIFEL logo

STIFEL

Institution

Firm-wide stats for STIFEL

Total advisors

3,358

Across 472 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Stifel serves a broad range of clients—individuals (including high net worth and non-HNW clients), institutional clients such as pension and profit-sharing plans, charitable organizations, and state and municipal entities—and provides both brokerage and investment advisory services, including fee-based financial planning, wrap programs, and recommendations of third‑party advisers. The firm’s fee‑based plans are typically episodic, delivered by Financial Advisors or the Wealth Planning Department, and do not automatically include implementation or ongoing monitoring unless a client engages Stifel for execution.

The firm’s investment analysis and allocation guidance are built on a proprietary methodology developed by its Investment Strategy Group (Stifel IS), which uses forward‑looking capital market assumptions and probabilistic modeling to produce asset allocation, retirement, insurance, and estate planning analyses. Plans and model allocations are intended as a basis for client decisions rather than guarantees; clients generally retain discretion over implementation and may be asked to supply outside account information that Stifel does not independently verify.

Compared with many large institutional peers, Stifel’s brochure emphasizes several activities and affiliations that are less common: the firm provides services to private funds and pooled vehicles and has been involved in municipal placement and related municipal‑market activity (including regulatory matters addressed in recent SEC and FINRA settlements). It also operates alongside affiliated trust companies and banks that offer pledged‑asset/credit line facilities that can use advisory assets as collateral, and notes that some of its management persons are licensed to practice law (without providing legal services to advisory clients). The firm’s disclosures also describe substantial recent regulatory enforcement, including an SEC order related to electronic communications that resulted in undertakings and a monetary penalty.

Based on STIFEL

Expertise

General retirement planning Income planning

Based on STIFEL

Location

905 22nd Avenue, Suite 100

Meridian MS 39301

Advisors at this office

4

Advisors at this office

user avatar

Terrell T

Series 66

Meridian, MS

STIFEL

Terrell Temple is a financial advisor at Stifel with 24 years of industry experience and holds a Series 66 credential. He has been with Stifel since 2009. Outside of his advisory role, he serves as a board member of the Community Foundation of East Mississippi and is president of the Sentinel Ridge Owners Association. 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’s investment approach includes proprietary analysis and allocation guidance developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
user avatar

Charles B

Series 66

Meridian, MS

STIFEL

Charles Boatner is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Seek Now, Ridge Valley Exteriors, Sanderson Farms, John O'neil Johnson Toyota, and RJ Young Co. Outside of his advisory role, he is an officer of Boatner Contracting LLC, which performs storm inspections for insurance claims. 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 developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Phillip J

Series 66

Meridian, MS

STIFEL

Phillip Jenkins is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance relies on a proprietary methodology developed by its Investment Strategy Group and provides both episodic financial planning and recommendations of third-party advisers.

General retirement planning Income planning
user avatar

Christopher K

Series 66

Meridian, MS

STIFEL

Christopher Knight is a financial advisor at Stifel with six years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Organogenesis, Inc. and Johnson & Johnson, Inc. Outside of his advisory work, Knight is a co-owner and manager of Midas Medical, LLC, a medical device sales distributor. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide guidance on asset allocation, retirement, and estate planning.

General retirement planning Income planning
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