Meet Your Team

David Gay Senior Vice President/Investments Stifel

About David Gay
I began my investment industry career in 1990 and joined Stifel in 2010.  Prior to Stifel, I worked at J.C. Bradford, Wachovia Securities (now Wells Fargo Advisors), and Oppenheimer & Co.  Prior to becoming a financial advisor, I held various sales roles within the telecommunications industry.  At the time, several of my clients were investment firms, and one particular branch manager initiated a conversation about becoming a financial advisor.  The rest is history!

Personal
I have been married to my wife, Angie, since 1980.  We have two sons, Justin and Ryan, and two grandchildren, Khloe and Braxton.  I’m a big fan of all sports, particularly the UNC Charlotte 49ers, and served as a board member to its foundation for almost 30 years.

 



 

Jona Moody Registered Client Service Associate Stifel

About Jona Moody
Jona Moody, Registered Client Service Associate, began his financial services career in 2018.  He focuses on building client relationships and assists with implementing customized wealth management strategies while coordinating the information needed to analyze and evaluate client needs.

Jona earned a Bachelor’s degree in Business Administration and holds Series 7 and 66 securities licenses.  Though he is originally from Alabama, he stayed in Charlotte after serving four years of active duty with the U.S. Army.  Outside the office, he enjoys hiking, kayaking, and playing board games.