Community Leaders in Finance, Insurance & Law: STIFEL

Story by Amelia Bowen

In June 2020, amid the challenges of a global pandemic, Stifel made a significant stride in expanding its presence in the southern Midwest by opening a new private client group office in Bowling Green, Kentucky. This strategic move was spearheaded by the addition of seasoned financial advisors Hunter Doyle and the now-retired Vann Doyle, who brought more than 55 years of combined investment industry experience. The Doyles were joined by client service associate Dana Garmon to form Doyle Wealth Management Group, which was poised to offer personalized financial services to the Bowling Green community. The office quickly grew with the addition of operations coordinator Leslie Grinstead. The WG Investment Group, a father-daughter team comprised of financial advisors Tony Witty and Chasity Goshorn and client service associate Monica Davis, joined Stifel’s Bowling Green office in the fall of 2020. Stifel later strengthened its commitment to serving the Bowling Green community with the addition of Gasper Investment Consulting Group, which includes financial advisors Drew Richey, Joshua Marson and Andrew Boyles, along with client service associates Savannah York, Brooke Schakat and Jenny Sanders. The team conducted significant due diligence and determined that Stifel’s platform best aligned with their clients’ interests. With more than 150 years of combined investment industry experience, Stifel’s Bowling Green branch brings a wealth of knowledge, commitment and personalized service to the region. Stifel offers a comprehensive suite of services, including retirement planning, investment planning and wealth management strategies tailored to the unique needs of each client. Since opening, the Bowling Green office has become an integral part of the local community and the South Central Kentucky region, contributing to Stifel’s mission of delivering customized investment strategies and building lasting client relationships.