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' Best-In-State Wealth Advisor 2022 | 2023 | 2024






Forbes' Best-In-State Wealth Management Teams 2024




Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are each based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  For more information on the selection methodology, see www.stifel.info/award-disclosures.