About Me
Lowell began his investment industry career in 1986 and joined Stifel in 2009. Prior to joining the industry, he worked for Shell Oil Corporation from 1974 to 1986. Lowell is dedicated to listening to his clients’ ever-changing needs, applying a holistic investment approach. He helps his clients build tailored wealth management plans designed to pursue their short- and long-term goals.
Lowell earned a B.S. in Education and a Master of Education from the University of Georgia. He holds Series 7, 63, and 65 securities licenses.
About Me
Matt began his investment industry career at Stifel in 2024. Prior to joining Stifel, he worked in the Electrical Construction Industry serving clients from 2002 to 2024. Utilizing a holistic investment approach, Matt’s goal is to help his clients create customized wealth management plans to prepare for their current and future needs.
Matt earned a B.B.A. with a double major in Finance and Management Information Systems from the University of Georgia, Terry College of Business. He holds Series 7 and 66 securities licenses.