About Me

I first became interested in investments in college, but my first job after college was as a sales representative for a furniture manufacturer in High Point, where I grew up. In 1984, while working and living in Baton Rouge, Louisiana, I met a Merrill Lynch financial advisor who had been in the business for just a few years. I went to his office and talked to him about the brokerage business and what his job was like. That meeting confirmed my opinion that I would love it, and I decided to pursue a career in the industry.

A few weeks later, when I was in High Point for the spring furniture market, I was able to get a couple of interviews with brokerage firms in Greensboro and was offered a job with Prudential-Bache Securities. I’ve had an extensive investment career since then and joined Stifel in 2019. Prior to Stifel, I most recently worked for Wells Fargo Advisors for 16 years.

A long-time resident of Greensboro, I am an active member of the First Presbyterian Church and a board member with the Greensboro Running Club. I hold Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities). As a portfolio manager in Stifel’s Solutions Program, I am approved to manage portfolios on a discretionary basis for clients who choose this program.

The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.

About Me

J. works exclusively with professionals, families, and foundations serving as a thoughtful and experienced financial advisor. By only working with a select number of clients, he is able to focus more intimately on each individual – understanding their life, their business, their legacy, and the unique matters that impact their financial decisions. He is dedicated to helping clients discover new possibilities for what their wealth can do today and in the years to come.

J. began his career in investment services in 1998 and joined Stifel in 2017. Prior to starting his career, he earned his MBA from the Babcock School at Wake Forest University in 1998, where he studied management. J. earned his CERTIFIED FINANCIAL PLANNER® certification in 2004. Active in the Greensboro community, J. currently serves on the Investment Committee at Greensboro College and the Development Committee at The Community Foundation of Greensboro. He has chaired and continues to serve on the Finance Committee at Greensboro Day School. He has served on the Vestry at Holy Trinity Episcopal Church where he co-chaired the Annual Giving Campaign.