Prior to joining Stifel in 2010, Dick focused on wealth management for institutional, endowment and foundation, trust, and wealthy individual clients for Morgan Stanley Smith Barney. Today, Dick is part of a team of financial advisors in Valdosta, Georgia, that has more than $300 million in assets under management. He consults with his clients on developing investment policy, the selection of independent investment advisors, ongoing money manager due diligence, evaluating and periodically reviewing performance with them, and setting domestic, global, and international strategic and tactical asset allocation strategies. Dick focuses on ever-changing government, trust, and ERISA guidelines and Investment Management Consultant standards within the industry.
Based in Valdosta, Dick received his undergraduate degree from Valdosta State University. His professional licenses include the Series 7 (General Securities Representative), Series 63 (Uniform Securities State Agent), Series 65 (Investment Advisor Representative), and life, health, and variable insurance (including annuities).
Dick is married to Lori Culpepper Campbell, and they have two daughters, Emma and Lilly Kate. He is a former Honorary Commander for the 93rd Air Ground Operations Wing at Moody Air Force Base. He is also a member of the Chamber of Commerce 2012 Military Affairs Committee and Chairman of Back the Blue Foundation Inc.
Zach has helped clients pursue their financial goals and address their varied needs since 2015. He enjoys getting to know clients on a personal level, which he believes leads to a better understanding of his clients’ unique wants, wishes, concerns, and goals.
Zach carefully assesses each client’s situation in order to make appropriate and risk-conscious recommendations. In addition, he believes that taking a team approach and leveraging Stifel’s resources allows for a more thorough and complete financial plan. He seeks to work closely with clients’ attorneys and accountants to help ensure due diligence and best practices are maintained throughout the client/advisor relationship.
Zach holds the CERTIFIED FINANCIAL PLANNER™ certification, 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. He believes the CFP® certification has helped expand and clarify his core values and commitment to the clients the team serves. Zach graduated from Valdosta State University with a B.A. in History. He also holds Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) securities licenses, as well as life, health, and variable insurance licenses.
Family is of utmost importance to Zach. He and his beautiful wife, Natalie, have a daughter Maggie Jo, a son, Hank, and twins, Hoyt and Whit. They are active members of CrossPointe Church and enjoy traveling, spending time with family, and attending Valdosta Wildcat football games. Being involved in the community is also a priority for Zach, and he does so in part by serving on the board of directors for both Partnership Health Center and the South Georgia Council of Boy Scouts of America.
Beverly has more than 20 years of experience in the financial services industry and has been with Stifel since 2010. She has previously served as a manager in the industry for five years and held the roles of Operations Manager and Complex Administrative Manager.
Beverly is responsible for overseeing all of the group’s administrative and operational activities. She independently helps to develop, communicate, and implement procedures to best meet the logistical and administrative needs of clients and team members. Beverly serves as a liaison between financial advisors, support staff, and branch management and keeping all apprised of the status of projects and proactively communicating any follow-up issues and next steps.
Beverly graduated from Valdosta State University and received a Bachelor of Business Administration in Finance. Her professional licenses include Series 7 (General Securities Representative), Series 63 (Uniform Securities State Agent), Series 66 (Investment Advisor Representative), and Series 9 and 10 (General Securities Sales Supervisor). Beverly is a lifelong resident of the South Georgia area.