About Me
Paul began his investment industry career in 1983 with Independence Securities Inc. in Greensboro, North Carolina. In 1989, he joined A.G. Edwards & Sons, Inc. Paul and several of his co-workers, including his long-time assistant, Denise Bunton, joined Stifel with the opening of the Greensboro branch in 2014.
Paul works with his clients to assess their financial goals, investment objectives, time horizon, risk tolerance, and tax status to develop individual investment portfolios using a disciplined, value-based philosophy. He builds customized strategies that incorporate stocks, mutual funds, bonds, exchange traded funds (ETFs), and cash equivalents.
Paul holds the CERTIFIED FINANCIAL PLANNER™ certification. The Certified Financial Planner™ certification 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 covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements.
Paul earned a B.B.A. from Campbell University and holds Series 7, 9 & 10, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities and long-term care).
Active in the community, Paul has served as a board member on the Central Piedmont Wildlife Club and as past chairman of the Greensboro United Soccer Association, where he helped combine two competing soccer clubs in the area. Paul and his wife, Risé, have been married for more than 37 years and have four children. He enjoys mountain biking, fishing, soccer, and of course, spending time with his family.
Stifel does not provide tax or legal advice. You should contact your tax or legal professionals regarding your particular situation.
About Me
Donna has more than 30 years of financial services experience. She began her career in the life insurance industry with Jefferson Pilot and Northwestern Mutual Life Insurance Company. Beginning in 1997, she served as Client Service Associate with Interstate Johnson Lane, Wachovia Securities, A.G. Edwards, and Wells Fargo Advisors.
Donna has been married to her husband, Greg, for 24 years. They have one son, Nicholas, and are members of Westover Church. She enjoys spending time with her family, going to the beach, and taking deep sea fishing trips.