Gulfport, MS
Sam Morse
Jr.
Jr.
First Vice President/Investments; Branch Manager
2288671203
In the early 1960s, Sam watched his father open the first office in Gulfport that was a part of the New York Stock Exchange. Sam saw firsthand how much his dad enjoyed helping people with their investments, and it was then that he knew a career that involved serving others was what he wanted to pursue.
Sam began his investment industry career in 1993 and joined Stifel in 2009 upon its acquisition of the Gulfport office of UBS Wealth Management Americas. Prior to becoming a financial advisor, he worked with United States Senator Trent Lott in Washington D.C. Today, Sam works with affluent families, high-net-worth individuals, and endowments to help them pursue their financial goals. He does his best to make sure his clients know what they invest in and why. Sam believes an educated client is a happy client.
Sam earned a Bachelor of Arts from the University of Alabama and holds Series 7, 9 & 10, 63, and 65 securities licenses. Outside the office, he and his wife, Heidi, have three children, Samantha, Michael, and Meredith.
Sam began his investment industry career in 1993 and joined Stifel in 2009 upon its acquisition of the Gulfport office of UBS Wealth Management Americas. Prior to becoming a financial advisor, he worked with United States Senator Trent Lott in Washington D.C. Today, Sam works with affluent families, high-net-worth individuals, and endowments to help them pursue their financial goals. He does his best to make sure his clients know what they invest in and why. Sam believes an educated client is a happy client.
Sam earned a Bachelor of Arts from the University of Alabama and holds Series 7, 9 & 10, 63, and 65 securities licenses. Outside the office, he and his wife, Heidi, have three children, Samantha, Michael, and Meredith.
W. Reed Allison
CFP
CFP
Senior Vice President/Investments
2288671206
Reed began his investment industry career at UBS Financial Services in 2001 and joined Stifel in 2009. Prior to becoming a financial advisor, he worked in the banking industry, focusing on commercial loans and private banking for 15 years. Reed earned the Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards, Inc. He draws on this knowledge and his vast experience to help his clients navigate the wealth planning process, listening to their goals and tailoring a plan suited to their financial future and lifestyle.
As a portfolio manager in Stifel’s Solutions Program, Reed studies the market trends and develops strategies that enable him to quickly adapt and implement investment strategies for clients who choose discretionary portfolio management through this advisory services program.
Reed earned a B.S.B.A. in Marketing Management from University of Southern Mississippi and an MBA from Loyola University New Orleans. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
A continued supporter of his alma mater, Reed serves as a board member of the University of Southern Mississippi Foundation. He is a past President of the Southern Mississippi Foundation and a past chair of the Southern Mississippi Foundation Investment Committee. He is currently a member of the stewardship committee for CrossPoint Church.
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 important 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.
As a portfolio manager in Stifel’s Solutions Program, Reed studies the market trends and develops strategies that enable him to quickly adapt and implement investment strategies for clients who choose discretionary portfolio management through this advisory services program.
Reed earned a B.S.B.A. in Marketing Management from University of Southern Mississippi and an MBA from Loyola University New Orleans. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
A continued supporter of his alma mater, Reed serves as a board member of the University of Southern Mississippi Foundation. He is a past President of the Southern Mississippi Foundation and a past chair of the Southern Mississippi Foundation Investment Committee. He is currently a member of the stewardship committee for CrossPoint Church.
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 important 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.
Star Townsend
Registered Operations Coordinator
2288671220
Star began her financial services career in 1992 and joined Stifel in 2009. She holds Series 7, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses. Outside the office, she is a member of Our Lady of Fatima Catholic Church.
Crystal Broadus
Senior Registered Client Service Associate
2288671210
Crystal has more than 15 years of financial services experience. Prior to joining Stifel in 2009, she worked with Reed at UBS Financial Services. She attended Mississippi Gulf Coast Community College and holds Series 7 and 66 securities licenses.
Active in the community and her church, Crystal is a member of CrossPoint Church and volunteers to lead fifth and sixth grade students on Sundays. She is also a part of Lasagna Love, an organization that feeds and cooks for the less fortunate or anyone experiencing a loss. If she has any other free time, Crystal volunteers her time at Kairos, a prison ministry group.
Active in the community and her church, Crystal is a member of CrossPoint Church and volunteers to lead fifth and sixth grade students on Sundays. She is also a part of Lasagna Love, an organization that feeds and cooks for the less fortunate or anyone experiencing a loss. If she has any other free time, Crystal volunteers her time at Kairos, a prison ministry group.