Education

• Bachelor of Science, Commerce and Business Administration, University of Alabama

Licenses

• Series 7, General Securities Representative
• Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)

Memberships

• Member, Trinity Presbyterian Church
• Member, Montgomery Area Chamber of Commerce
• Member, Kiwanis Club of Montgomery

Experience
David began his investment industry career in 2002 and joined Stifel in 2010. Prior to Stifel, he served as a Financial Advisor with Morgan Stanley Smith Barney. Past roles also include working as a Senior Underwriter with Liberty National Life Insurance and as a Retail Banker with Union Bank and Trust.

Philosophy
David uses a multi-step process to help his clients identify their long-term financial objectives and pursue their goals. With access to Stifel’s high-caliber resources, David analyzes each client’s current financial position and, when necessary, proposes investment or insurance alternatives.

David offers assistance to individuals and business owners in developing, executing, and understanding comprehensive retirement plans. In addition, he helps clients review their life, disability, and long-term care insurance needs. After establishing an investment plan, he will periodically review the plan with clients to ensure it is on track to pursue their goals, and discussing changes that are needed given their current situation. The needs of clients are David’s first priority, and he firmly believes in building trusting, long-term relationships with families who value his service.

Franklin Evans is a financial advisor who is committed to helping clients pursue their financial goals through thoughtful planning, clear communication, and disciplined investment strategies. He joined Stifel in 2025, bringing with him prior experience in financial services and a strong educational background in finance.

Franklin began his career at New York Life in 2018, where he gained experience in insurance and foundational financial planning. He later expanded his industry experience at Jefferson Matthews Wealth Solutions in 2019, working closely with clients on personalized strategies designed to support long-term financial objectives.

He earned a Bachelor of Science in Business Administration with a major in Finance from The University of Alabama.

Franklin holds the Series 7, Series 63, and Series 65 licenses, as well as
Life & Health insurance licensure.

Investment Philosophy
Franklin believes successful investing is built on a long-term perspective, disciplined decision-making, and strategies tailored to each client’s individual goals and circumstances. He focuses on developing clear, adaptable plans and values a relationship-driven approach grounded in trust, transparency, and ongoing guidance.

Vickie Johnston joined Stifel in 2023, the same year she began her career in the investment industry. She brings a robust background in financial services, including previous experience in the mortgage industry and more than 15 years in the insurance field, providing her with a broad perspective on client needs and customer support.

Vickie maintains her Series 7 license as well as Life and Health Insurance license.

In her role, Vickie is dedicated to delivering attentive client service and supporting the team in building lasting client relationships. She is committed to helping ensure a seamless experience for clients while aligning with the team’s overall investment philosophy.