David was born in Savannah, Georgia, in 1947 and began his career in the investment industry in 1972 at the firm Johnson, Lane & Space. In 1991, he and a group from Interstate Johnson Lane helped open a Savannah office for the Birmingham-based firm Sterne, Agee & Leach, which was acquired by Stifel in 2015.
Leveraging more than 50 years of investment industry experience, David enjoys serving clients with his son, George Barrow, and colleagues Christopher Lane and Marty Phillips. David earned a B.A. from the University of Georgia and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). He also served in the U.S. military.
David and his wife, Elaine, enjoy family activities with their children and six grandchildren, including several boating and water activities.
Christopher knew what he wanted to do with his life from a young age. As a fifth-generation financial advisor, he wanted to continue the tradition of providing clients a high level of service while adapting to today's needs and concerns.
Christopher earned a B.S. in Family and Consumer Sciences from University of Georgia. In addition, he obtained the CERTIFIED FINANCIAL PLANNER® certification and Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, as well as the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies, a division of Fi360. He also holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Outside the office, Christopher enjoys being out on the water, playing golf, and spending time with his wife, Alix, and his two sons, Harris and Mills.
George is a second-generation financial advisor. He joined Stifel in 2015 upon the firm's acquisition of Sterne, Agee & Leach, Inc. He earned a B.S. in Travel Industry Management from the University of Hawaii and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). George also acquired the Retirement Management Advisor® designation, which provides a multidisciplinary approach to retirement planning and explores best practices in developing strategies for customized risk assessment, unbiased guidance, and behavioral finance.
Outside the office, George enjoys stand-up paddling, surfing, playing tennis, and spending time with his wife, Marti, and two daughters, Lily and Kahala.
Marty began his investment industry career in 1997 and joined Stifel in 2023. Seeking to be near the coast and raise a family, he returned to Savannah in 2009. Marty obtained the CERTIFIED FINANCIAL PLANNER® certification and holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities). He focuses on advanced planning for families and business owners.
With a wife and three girls at home, much time is spent on family activities. Between school activities, sports and family travel, Marty enjoys sneaking in a round of golf.
Thomas began his investment industry career at Stifel in 2025. He is committed to helping individuals, families, and businesses navigate their financial journeys with confidence and clarity. Thomas’ approach is rooted in understanding not just the numbers, but the unique dynamics and goals that shape each individual client’s financial picture.
Thomas shares a deep commitment to providing personalized service and long-term client success. Backed by a group of experienced financial professionals, they offer comprehensive wealth planning, investment management strategies, retirement strategies, and more. Whether you’re planning for retirement, growing a business, or building generational wealth, Thomas wants to be a resource for his clients.
A Savannah native, Thomas holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses.
Kaitlyn joined Stifel and the team in early 2019 and holds Series 7, 63, and 65 licenses. Born and raised in Savannah, she enjoys working with our close-knit team to serve the people in our community. Kaitlyn looks forward to meeting you, helping the team implement your financial strategies, and addressing any of your client service needs.
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Wealth By Design
"We can always alter and adjust your plan, provided you have one." – Manoj Arora
