About Me
Joe began his investment industry career in 2015 and joined Stifel Independent Advisors in 2022. Leveraging his extensive experience, Joe develops customized wealth management plans that align with clients’ unique circumstances. He guides his clients through the wealth management process every step of the way as they pursue their financial goals and as life changes occur.
Joe earned a Bachelor of Business Administration from Mississippi State University and an MBA from the University of Louisiana at Lafayette. He also attained the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc. after completing the coursework at Rice University. The CFP® certification identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. In addition, he holds Chartered Retirement Planning Counselor™ and Accredited Asset Management Specialist™ designations and Series 7, 63, and 65 securities licenses.
About Me
Meredith began her financial services career in 2021 and joined Stifel Independent Advisors in 2022. Prior to joining Stifel Independent Advisors, she worked at Morgan Stanley and owned Sugar and Stitch, a Texas Cottage Bakery. With an eagerness to serve, Meredith assists clients with their account-related needs and oversees the team’s overall operational needs.
Meredith earned a B.S. in Psychology from Baylor University and holds Series 7, 63, and 65 securities licenses.