Jim McLendon, CFP®
Managing Director/Investments

(404) 231-6524

Meryl Reaves
Client Service Associate

(404) 231-6589

Welcome!  We hope you'll find helpful information about us and Stifel.  We have included some articles, calculators, and videos. 

This website should be a resource to you, and we believe it will be the first step on your financial journey.

We look forward to taking the next step together.

Forbes' 2022 Best-In-State Wealth Advisor






Forbes’ Best-In-State Wealth Advisors, April 7, 2022.  Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 34,925 nominations.  Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.  The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.  Investment performance is not a criterion for selection.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.

For more information on the selection methodology, see https://stifel.info/award-disclosures.