Ward Investment Group
Thomas E. Ward, Jr.
Senior Vice President/Investments
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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 Lynch
CFP
CFP
Financial Advisor
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William Lynch joined the Ward Investment Group in 2018 and currently serves as a Financial Advisor Associate for the group. William began his career in New York City trading equities and options on the Institutional Sales and Trading desk at Sterne, Agee & Leach, Inc. With over 10 years of experience in the financial industry, William helps his clients by combining sound investment guidance with financial planning that is customized to meet his client’s needs. Prior to joining Stifel, William served as a financial advisor with Merrill Lynch.
Kellie Ward
Registered Client Service Associate
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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).
Christine Hull
Registered Client Service Associate
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Christine is the most recent addition to the Ward Investment Group. She joined the team in 2020 after a career in journalism to head the groups' marketing and client relations efforts.