Licenses

• Series 7, General Securities Representative
• Series 31, Futures Managed Funds
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)

Experience
Doug has 30 years of investment industry experience.  He joined Stifel in 2015 through its acquisition of Barclays Wealth and Investment Management, Americas.  He specializes in developing customized wealth management strategies for high-net-worth individuals and families, endowments, trade associations, pension plans, corporate executives, business owners, selling shareholders, and retirees.  He assists his clients with a broad range of complex needs, ranging from multigenerational services to retirement planning strategies and business succession.  His focus lies in advising companies on their employee stock ownership plans (ESOP) and assisting selling shareholders with succession planning, exit strategies, liquidity events, and qualified plan management.

Since 2001, Doug has worked on more than 100 ESOP transactions.  He has also spoken at various industry conferences on the subject of Section 1042.

Taking a holistic approach, Doug employs both fundamental and technical analysis to supplement the extensive research and resources available at Stifel.

Memberships

• The ESOP Association
• The National Center for Employee Ownership

Zach develops customized investment and wealth management plans that reflect his clients’ risk tolerance, time horizon, and long-term goals while addressing their business and retirement income needs.  He leverages Stifel’s robust financial planning tools to create proactive expectations of his clients’ financial future based on their savings, spending behavior, and target investment allocation. 

Zach began his investment industry career in 2004 and joined Stifel in 2020.  Prior to Stifel, he served as a financial advisor with John Hancock and A.G. Edwards, Wachovia Securities, and Wells Fargo Advisors.  He attained the Certified Financial Planner™ certification from the College for Financial Planning and earned a Bachelor of Arts in Communication from the University of Maryland College Park.  He holds Series 7 and 66 securities licenses.

A passionate member of the community, Zach is a coach for his son’s little league team in Montgomery County and is a member of St. Bartolomeo Parish.  He is also involved in recreational and professional fishing competitions and tournaments.

 

Education

• Attended Guilford College

Licenses

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative

Experience
Fay is a Client Relationship Manager for the Bayer Private Wealth Advisory Group and has been with the team for more than 15 years.  She joined Stifel in 2015 through its acquisition of Barclays Wealth and Investment Management, Americas.   Fay has 35 years of experience in the financial services industry.

A native of the Washington, D.C. area, Fay now resides in Rosslyn, Virginia.

Education

• Bachelor of Science, Towson University

Licenses

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative

Experience
Tyler began his financial services career in 2018 and joined Stifel in 2022.  Prior to joining Stifel, he worked at Morgan Stanley and Citigroup Global Markets supporting financial advisors based in Washington, DC.  Tyler is instrumental to the team’s overall operations and is dedicated to delivering a top-tier client service experience. 

A native of Baltimore, Maryland, he now resides in Washington, DC.