John forms deep relationships with his clients and focuses his expertise on helping clients pursue their goals through investment planning and intelligent investing. He strives to organize and simplify his client’s lives by forming comprehensive, goals-based investment plans, and believes that discipline and objective behavior are key elements to successful investing. in Economics from the Univers
ity of Georgia and a MBA in Business Administration Finance from Georgia State University. In an effort to further expand his investment planning abilities, he holds the CERTIFIED FINANCIAL PLANNER™ designation and holds the Series 7 and 66 securities licenses, as well as life, health, and annuities (variable) insurance licenses. Prior to joining Stifel in July 2018, John worked closely with ultra-high-net-worth families, endowments, and corporations at UBS Private Wealth Management in Atlanta, Georgia.
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