About Me
Bill began his investment industry career in 2004 with Merrill Lynch and joined Stifel in 2019. He earned a B.A. in Business Economics from UC – Santa Barbara in 1995 and an M.A. in Economics from San Diego State University in 2003. Bill served in the U.S. Navy from 1995 to 2004, where he flew helicopters and was promoted to Lieutenant. He holds Series 7, 63, and 65 securities licenses, as well as the Chartered Retirement Planning Counselor™ designation.
About Me
James has been a member of the team since 2012 and joined Stifel in 2019. He earned his B.A. in Business Economics from UC Irvine in 2010. James is dedicated to providing exceptional personal service to clients and delivering strong internal support. He takes pride in being part of a team that plays a key role in crafting customized wealth management strategies to help clients pursue their short- and long-term goals. James holds Series 7, 63, and 65 securities licenses.