Education

• B.S., University of Georgia

Licenses

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)

Experience
Ron began his investment industry career in 1995 and joined Stifel in 2015 as a part of its acquisition of Sterne Agee, where he worked for nearly 15 years.  Prior to becoming a financial advisor, he worked within the real estate and appraisal industry for 10 years. 

Memberships

• The Rotary Foundation of Rotary International – Paul Harris Fellow

Education

• B.B.A., Georgia Southern University

Licenses

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)

Experience
Ryan began his financial services career with Stifel in 2017.  As a prior Registered Client Service Associate, he assisted his father, Ron Josey, with implementing customized asset allocation strategies while coordinating the information needed to evaluate client needs.  Having now been a Financial Advisor since 2019, he employs a high-caliber service model to develop wealth management and investment plans designed to help grow and preserve his clients’ wealth over time.

Memberships

• SAFE Shelter – Board Member

Licenses

• Series 11, Assistant Representative – Order Processing

Experience
Theresa has more than 35 years of experience in the financial services industry.  She began her career at Johnson, Lane, Space, Smith & Co. in 1983 as a back-office operations associate for their dividend department.  She left Johnson Lane in 1987 to join Prudential Bache as a Client Assistant.  She joined Stifel in 2015 as a part of its acquisition of Sterne Agee.

Memberships

• YMCA – Certified Aerobics Instructor
• Relay for Life – Volunteer