Sumter, SC Office
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STIFEL
Institution
Firm-wide stats for STIFEL
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
Location
460 West Wesmark Blvd.
Sumter SC 29150
Advisors at this office
5
Advisors at this office
Dabney S
Series 63, Series 65
Sumter, SC
STIFEL
Dabney Sharp is a financial advisor at Stifel with 27 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Stifel since 2009. Outside of his advisory role, he serves as president of a local homeowners association and is a director at Vaughan Bassett Furniture Co. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.
Chalmers G
Series 63, Series 66
Sumter, SC
STIFEL
Chalmers Glenn IV is a financial advisor with Stifel in Sumter, SC, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked at Stifel since 2009. Glenn serves as a voluntary board member for the VMI Class of 1980 Foundation, assisting with financial decisions and asset management to support classmates and their widows facing financial difficulties due to health issues. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.
John J
Series 66
Sumter, SC
STIFEL
John Johnson is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. The firm serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Edwin K
Series 63, Series 66
Sumter, SC
STIFEL
Edwin Kinney is a financial advisor with Stifel in Sumter, South Carolina, holding Series 63 and Series 66 designations and 44 years of industry experience. He has been with Stifel since 2009. Stifel serves a wide 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.
Tami B
Series 66
Sumter, SC
STIFEL
Tami Bradford is a financial advisor with Stifel in Sumter, SC, holding a Series 66 designation and 12 years of industry experience. She has been with Stifel since 2009. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.
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