Robert began his investment industry career in 1979 and joined Stifel in 2009.  Prior to joining Stifel, he developed a broad array of experience working for firms such as The Robinson-Humphrey Company, Smith Barney, and UBS Financial Services.

Robert’s investment approach begins with developing a thorough understanding of his clients’ financial needs and goals while taking close consideration of their risk tolerance and time horizon.  Once this is established, he implements a consultative process to align his clients’ investments with their goals.  As a portfolio manager in Stifel’s Solutions Program, he manages assets on a discretionary basis using a pre-screened investment approach for clients in this program.  This enables him to quickly react to market conditions when implementing these clients’ investment strategies.  The result is customized investment management, with strategies tailored to his clients’ specific needs or objectives.

Robert earned a B.B.A. from the University of Georgia, where he served as president of the Inter Fraternity Council and a member of the UGA golf team.   

A lifelong resident of Macon, Robert has been active in his community.  He served as a founding director of First Macon Bank, past president of Sha’arey Israel Synagogue, board member of the Medcen Foundation, professional advisory board member to the Community Foundation of Central Georgia, and was on the board of visitors for The McDuffie Center of Strings at Mercer University.

Robert and his wife, Carol, have been married for 42 years.  They enjoy traveling and playing golf and spending quality time with their children and grandchildren.  Robert is a past president of Wade Hampton Golf Club in Cashiers, North Carolina, and a member of Idle Hour Club in Macon.

^{The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is paramount that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.}

Jason began his investment industry career in 2001 and joined Stifel in 2019.  Prior to joining Stifel, he gained considerable experience and knowledge working for A.G. Edwards and continuing with Wells Fargo Advisors.

Jason holds client service, trust, loyalty, and accountability as essential components to the success of his practice.  His mission is to build long-term relationships with his clients by addressing their complex situations through personalized, holistic wealth management plans.  Having attained the Accredited Asset Management Specialist℠ designation, he has received specialized training in wealth management and risk mitigation strategies, tax-advantaged investment strategies, and estate planning issues.

Jason serves as interim president of United in Pink, a non-profit supporting women with breast cancer.  He earned a B.B.A. in Finance from Mercer University and holds Series 7, 63, and 66 securities licenses.

Mike began his investment industry career in 1994 and joined Stifel in 2019.  At different points throughout his career, he has served as a financial advisor, Branch Manager, Senior Vice President/Investments, and Complex Branch Manager of more than six offices and 90-plus financial advisors and staff.

Since 1996, Mike has helped his clients navigate a variety of economic cycles.  Given his extensive experience, he has often become his clients’ primary financial resource throughout their retirement years.  He is also the person for his staff to turn to for guidance and strategies.  He develops long-term relationships with his clients and financial advisors alike through his passionate work ethic, honesty, and integrity.

Mike has served as board chair of the Macon Rescue Mission, MedCen, Hospice Calloway Society, and Jay’s Hope.  He is an Eagle Scout and enjoys supporting others in their pursuit of that level.  Mike is a member of Idle Hour Country Club and a graduate of Stratford Academy and Georgia College and State University.  

Mike and his wife, Carole, are long-time residents of Macon.  In their spare time, they enjoy traveling, especially to Charleston, South Carolina, and Montana.  Mike also enjoys learning about southern history, fishing, and upland bird hunting.

Jim McLendon offers his clients a distinctive blend of experienced investment guidance and personal service.  He carefully evaluates his clients’ investment goals before developing an investment strategy specifically tailored to their financial needs. 

Jim began his career in 1994 as a consultant with Interstate/Johnson Lane, Inc. (a predecessor firm of Wells Fargo Advisors) in Atlanta.  He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  Jim earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP^® Board, have successfully completed financial planning coursework, and have passed the CFP^® Certification Examination.  He draws on this knowledge to better help his clients navigate the wealth planning process, putting his clients’ interests at the forefront of his practice. 

Jim, a longtime Atlanta resident, is married to his wife, LeAnn, and is the father of three young men.  Jim loves the outdoors and enjoys running, biking, hiking, and swimming.

Forbes’ Best-In-State Wealth Advisors, April 7, 2022, based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.

Stifel does not provide legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.