Meet Your Team

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Our objective is to help guide you down the path to your unique goals by addressing all aspects of your financial life.

Through comprehensive and ongoing investment planning, we gather a complete understanding of your wants and needs.  From there, we can recommend a customized investment strategy that is directly aligned with your goals.  We will help you monitor your progress over time and work with you to help you stay on track toward your goals.


OUR CORE VALUES

 

Integrity – We maintain clear, honest, and realistic communication with you. Our recommendations are always made with your goals in mind.

Knowledge – We keep ourselves informed on investment strategies and economic issues so that our recommendations to you are made in the context of today's market conditions and with an eye toward tomorrow.

Trust – The matters we discuss with you require a great degree of discretion.  We are committed to conducting ourselves in a manner that you deserve.

Service – Our team is dedicated to providing you with the time and attention you want and deserve.


Bryan Stott, First Vice President/Investments, Branch Manager

C. Bryan Stott
First Vice President/Investments
Branch Manager

Bryan has been with Stifel since 2009 and has been a financial advisor since joining J.C. Bradford & Company in 1984.  He is a former branch manager and was a partner with J.C. Bradford.

Bryan earned a B.A. from the University of Virginia and an MBA from Wake Forest University.  He serves on the board of directors of Pinnacle Bancshares Corp. and is past president of the Altavista Area YMCA and the Altavista Rotary Club. 

Bryan and his wife, Babs, have two grown daughters and six grandchildren.

 

 

 

John M. Stone, CFA, AIF®, First Vice President/Investments

John M. Stone, CFA, AIF®
First Vice President/Investments

John has been with Stifel since 2009 and has more than 20 years of investment industry experience.  Prior to joining the firm, he served as Vice President and Portfolio Manager at a Lynchburg-based money management firm.

A native of Lynchburg, John earned a B.A. in Economics from Hampden-Sydney College and holds the Chartered Financial Analyst® (CFA®) designation and Accredited Investment Fiduciary® (AIF®) designation.  He is a member of the CFA® Institute and Richmond Society of Financial Analysts.  

John serves on the boards of the City of Lynchburg Economic Development Authority, the Lynchburg Regional Business Alliance, and the Greater Lynchburg Community Foundation.  He is a member and past president of the Rotary Club of Lynchburg-Morning and serves on his church's Vestry.

John and his wife, Shelley, live in Lynchburg with their four children and multitude of pets.

 

David Midkiff, Financial Advisor

David T. Midkiff
Associate Vice President/Investments

Dave joined Stifel in 2014 after spending 13 years as Vice President and partner of an area construction company.  His business acumen and service mentality have allowed for a seamless transition from business management to financial services.

Dave earned a B.S. in Finance from Liberty University and serves on the board of directors of Downtown Lynchburg Association. 

Dave and his wife, Kathryn, live in Forest with their three children.

 

 

 

 

Lisa Shell, Client Service Associate

Lisa T. Shell
Client Service Associate

Lisa joined the investment industry at UBS Financial Services in 2007 after spending more than 20 years in the commercial insurance industry.  Her organizational skills and genuine interest in other people have made her a favorite of many clients.  

Lisa and her husband, Jim, enjoy gardening and spending time with their grown sons and two grandsons.

 

 

 

 

 

Cynthia B. Booker
Registered Client Service Associate

Cindy joined Stifel in 2018 with 40-plus years of financial services experience.  Prior to joining the team, she began her career in Investment Operations with Central Fidelity Bank.  In addition to assisting clients with day to day account management, she has experience in equity and bond trading.  Cindy holds Series 7 and 63 securities licenses.

A Lynchburg native, Cindy and her husband, Tom, returned to their hometown to be closer to family and are actively volunteering in the community.  Outside the office, she enjoys gardening, singing, and Clemson sports.  Cindy and Tom are thoroughly enjoying time with their new grandson.