Our Team

Thomas E. Ward
Senior Vice President/Investments


Education and Licenses
B.S., Commerce & Business Administration and Corporate Finance, University of Alabama

Series 7, General Securities Representative

Series 63, Uniform Securities State Agent





Experience
Tommy began his investment industry career in 1985 and joined Stifel in 2015 through its acquisition of Sterne, Agee & Leach, Inc., where he served as a Senior Vice President.  He previously served as a Fixed Income Trader/Manager with First Alabama Bank and worked in Institutional Sales and Trading with Regions Investment Co.


 

William P. Lynch
Financial Advisor Associate


Education

B.B.A., Finance, University of Arkansas at Little Rock

Series 7, General Securities Representative

Series 55, Limited Representative – Equity Trader

Series 66, Investment Advisor Representative
 

Experience

William Lynch began his investment industry career in 2010 and joined the Ward Investment Group in 2018.  He began his career in New York City, trading equities and options on the Institutional Sales and Trading desk at Sterne, Agee & Leach.  Prior to joining Stifel, he served as a Financial Advisor with Merrill Lynch.  With more than 10 years of experience in the financial industry, William works collaboratively with the team to develop customized wealth management plans suited to his clients’ needs and goals.

William earned a Bachelor of Business Administration in Finance from the University of Arkansas at Little Rock.  He holds Series 7 (General Securities Representative), Series 55 (Limited Representative – Equity Trader), and Series 66 (Investment Advisor Representative) securities licenses.  He also serves as co-president on the Junior Board of the Breast Cancer Research Foundation of Alabama.

 

Kellie Ward
Registered Client Service Associate


Education and Licenses
B.S., Interior Design Merchandising, University of Montevallo

Series 7, General Securities Representative

Series 63, Uniform Securities State Agent





Experience
Kellie began her financial services career with in 1997 and joined Stifel in 2015 through its acquisition of Sterne, Agee & Leach, Inc.  Prior to joining Sterne Agee in 2001, she worked for Legg Mason (1997 to 2000) and Morgan Stanley (2000 to 2001).

 

 

Caroline Gayle
Registered Client Service Associate


Education and Licenses
B.A. Political Science, University of Alabama

Series 7, General Securities Representative

Series 63, Uniform Securities State Agent





Experience
Caroline began her financial services career in 2009 and joined Stifel in 2015 through its acquisition of Sterne, Agee & Leach, Inc.