David M. Anderson

Managing Director/Investments

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David began his investment industry career in 1998 and joined Stifel in 2022.  Prior to joining Stifel, he served as a Private Client Advisor at J.P. Morgan Wealth Management.  He specializes in working with business owners and affluent families with their complex wealth management issues.  He seeks to develop long-term relationships based on trust and understanding and is committed to acting with honesty and integrity, putting his clients’ interests first and foremost.

David earned a B.A. in Economics from University of Lynchburg and holds Series 4, 7, 24, 53, 63, and 65 securities licenses.  Outside the office, he has been involved with St. Jude Children’s Research Hospital since 1998.  He also enjoys playing golf and spending time with his family.