David C. Barrow III

Senior Vice President/Investments

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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 nearly 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 1, 8, 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 H. Lane

AIF, CFP, CRPC

AIF, CFP, CRPC

Vice President/Investments

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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 earned the CERTIFIED FINANCIAL PLANNER^TM 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 and 66 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 H. Barrow

RMA

RMA

Vice President/Investments

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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 and 66 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 A. Phillips

CFP

CFP

Financial Advisor

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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 earned 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. 

Kaitlyn Jackson

Registered Client Service Associate

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Kaitlyn joined Stifel and the team in early 2019 and holds Series 7 and 66 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.