About Me
Certificates
Licenses
Awards
Education
AR State License
CA Insurance License
Jennifer began her investment industry career in 1999 and joined Stifel in 2025 from B. Riley Wealth Management. Prior to joining Stifel, her career started in banking, working at Legg Mason before joining Scott & Stringfellow in 2007, which became BB&T/Truist. Jennifer’s goal is to help her clients pursue financial security and independence. She works with them to help them manage all aspects of their wealth, while setting and pursuing their short- and long-term goals.
Jennifer earned a Bachelor of Science in Business – Management from Virginia Polytechnic Institute and State University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses. She earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which 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.
Amanda began her investment industry career in 2000 and joined Stifel in 2025 from B. Riley Wealth Management. Prior to joining Stifel, she worked at Scott & Stringfellow, which later became BB&T/Truist. Amanda holds Series 7 and 66 securities licenses.