Lance Stafford has over 25 years of capital markets and securities industry experience, working with both institutional and retail investors. Notably, he managed the institutional equity sales and trading operations in the Southeast United States for Keefe, Bruyette & Woods prior to the firm’s merger with Stifel Nicholas in 2013. Since that time, Mr. Stafford has advised high-net-investors and families seeking wealth management and tax planning solutions in various senior roles at Capital Group, SignatureFD and, most recently, The Strategic Group.

He earned a B.A. in Economics from Emory University in 1992 and an MBA from the McCombs School of Business, University of Texas at Austin in 1997. Mr. Stafford is a CFA charter holder.