LYNCHBURG - Key Persons
Job Titles:
- First Vice President / Investments Branch Manager
Bryan has more than 37 years of investment industry experience and joined Stifel in 2009 upon the firm's acquisition of 56 UBS Financial Services branches. He is a former branch manager and was a partner with J.C. Bradford, where he started his career in 1984.
Bryan earned a B.A. from the University of Virginia and an MBA from Wake Forest University. He serves on the board of directors of Pinnacle Bancshares Corp. and is past president of the Altavista Area YMCA and the Altavista Rotary Club.
Bryan and his wife, Babs, have two grown daughters and six grandchildren.
Job Titles:
- Registered Client Service Associate
Cindy joined Stifel in 2018 with 30-plus years of financial services experience. Prior to joining the team, she began her career in investment operations with Central Fidelity Bank. She has experience in assisting with bond offerings and trades and holds Series 7 and 63 securities licenses.
Job Titles:
- Associate Vice President / Investments
Dave joined Stifel in 2014 after spending 13 years as Vice President and partner of an area construction company. His business acumen and service mentality have allowed for a seamless transition from business management to financial services.
Dave earned a B.S. in Business Administration with a focus in Finance from Liberty University and serves on the board of directors of Downtown Lynchburg Association.
Dave and his wife, Kathryn, live in Forest with their three children.
Job Titles:
- First Vice President / Investments
John has been with Stifel since 2009 and has more than 23 years of investment industry experience. Prior to joining the firm, he served as Vice President and Portfolio Manager at a Lynchburg-based money management firm.
A native of Lynchburg, John earned a B.A. in Economics from Hampden-Sydney College and holds the Chartered Financial Analyst® designation and Accredited Investment Fiduciary® designation. He is a member of the CFA® Institute and Richmond Society of Financial Analysts.
John serves on the boards of the City of Lynchburg Economic Development Authority, the Lynchburg Regional Business Alliance, and the Greater Lynchburg Community Foundation. He is a member and past president of the Rotary Club of Lynchburg-Morning and serves on his church's Vestry.
John and his wife, Shelley, live in Lynchburg with their four children and multitude of pets.
Lisa began her financial services career at UBS Financial Services in 2007 after spending more than 20 years in the commercial insurance industry. Her organizational skills and genuine interest in other people have made her a favorite of many clients.