Mike began his investment industry career in 1985 and joined Stifel in 2023.  Prior to joining Stifel, he worked at Merrill Lynch, J.C. Bradford, and Wells Fargo Advisors and predecessor firms for more than 35 years.  Mike provides comprehensive planning guidance for his clients.  He follows a process to develop custom-tailored plans to help clients pursue their short- and long-term goals.

Mike earned a B.B.A. in Marketing from University of Georgia (UGA) Terry College of Business in 1984 after attending The Citadel for three years, as well as serving as a police officer in Brunswick, Georgia for nearly two years.  He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Mike enjoys playing golf, hunting, scuba diving (Padi/SSI, Master Diver, and Certified Rescue Diver), spearfishing, and cooking in this spare time.  He is also a member of Athens City Club and Gridiron.  Mike has been married to his wife, Jennifer, for more than 40 years and has two children, Michael and Demi.  Michael earned a degree in Risk Management from UGA Terry School of Business and is currently employed by KSA Insurance out of Charleston and resides in Virginia Highlands, Atlanta.  Demi also graduated from UGA Terry School of Business and works for Summa International as Director of Business Development.  Demi and her husband, Jack, reside in Atlanta, Georgia.

Active in the community, Mike is a past board member and President of the Athens Child Abuse Council.  He served on a rector search committee at Emmanual Episcopal Church and chaired the Emmanual Parish endowment board for 10 years.  He is a former board member and President for the National Football Foundation College Hall of Fame.  The Fitzgerald family are members of the Emmanual Episcopal Church, Athens Country Club, and Sea Island.

Roy began his investment industry career in 1997 and joined Stifel in 2023.  Prior to joining Stifel, he worked at Paine Webber, where he developed the basis of his investment knowledge, Merrill Lynch, and Wells Fargo Advisors.  Roy is dedicated to helping his client build, mitigate risk to, and transition their wealth to the next generation.  He follows a disciplined process that begins with listening to his clients so he can learn more about their needs and goals.  Roy applies the highest possible levels of care, skill, and caution to his client relationships.

 

Roy earned a B.A. from University of Georgia and holds Series 7, 63, and 65 securities licenses.  He 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.

Roy spends his spare time on the family farm in Monroe, Georgia, with his family, daughter, Mary Elise, and son, Roy III.  Roy III (Bo) has recently graduated from University of Georgia and has taken a position in medical device sales.  Mary Elise is in her senior year at Georgia College in Milledgeville, Georgia.  He enjoys following his kids to their athletic competitions and staying active both physically and mentally by playing basketball, golf, tennis, swimming, hunting, and fishing – especially with his children.

Roy is active in the community and serves on multiple boards, including The Walton County Boys and Girls Club and, previously, the Boy Scouts.  He still remains very active in the UGA community.  He also graduated from George Walton Academy, where he serves on the board of trustees.

LuAnne joined Stifel in 2023 and works in a supporting role to her financial advisors.  Her duties include client relationship management and facilitating daily operations.  She holds Series 7 and 63 securities licenses.

LuAnne began a more than 10-year career in banking with Decatur Federal Savings & Loan, National Bank of Walton County (Synovus), and Main Street Bank in Covington.  Her banking responsibilities included originating construction and mortgage loans, branch management, and assistant to the Executive Vice President.  Following banking, she ran her own business for nearly 20 years, managing commercial/residential real estate and developing subdivisions.

LuAnne grew up in Monroe/Walton County and currently resides in Clarke County.  She attended George Walton Academy and earned a B.B.A. from Georgia State University.  She has three children, Alex, Staff Attorney with the Judicial Qualifications Commission, Hollis Rae, a senior at University of North Georgia, and Perry Jake, a sophomore at Ole Miss.  LuAnne served on the board of the Walton County Boys and Girls Club and the Monroe Junior Service League.