Home: Mountain Brook, AL. Birthplace: Eufaula, AL. Profession: Financial advisor and branch manager. Organization: Stifel Financial Corp. Title: Managing Director & Branch Manager. Alma mater: University of Alabama.
Current project: Vintage boat restoration: 1965 Chris Craft Constellation 30’. Recent recognition: Who’s Who in Banking and Finance. Hobbies: Skiing, boating, hunting, fishing. Last book read: Elon Musk, by Walter Isaacson. Recent unique acquisition: 1965 Chris Craft Constellation 30’.
Personality profile: Rakish, loyal, affable, edgy, polite, fun. What one word would your closest friend use to describe you? Genteel. Moral compass: The Bible. How do you define a perfect friendship? Similar worldview, commonality, mutual respect. How do you define an ideal business relationship? Mutual respect, united in goal achievement. What is your greatest joy? My children; success. What is your guilty pleasure? Sweets, especially ice cream. What is at the top of your bucket list? Skiing in Saint Moritz, Switzerland.
What was your first paying job? Clerk in a hardware store. What was your favorite college course? American History. What was your favorite childhood toy or game? Football. What movie have you repeatedly watched? Early James Bond movies. What’s prominently featured on your home or office wall? Memorabilia. Besides your parents, who has had the greatest influence on your life? Several work mentors. What’s the best advice you received in your career? The best lessons are from failure and making mistakes. Don’t make them twice.
What change would you like to see in the world?
An end to world hunger.
What message do you want to send out into the world? Show up and pay attention to the small things. What mega-trend most excites you? Artificial intelligence.
What title would you choose for the movie about your life? Freewheeling Perseverance. What actor would you choose to play you in the movie about your life? Leonardo DiCaprio. Who would you like to spend an evening with, in heaven? My grandfather. As a kid, what did you first want to be when you grew up? A lawyer and politician. After your loved ones, what object would you first save from your burning home? My Golden Retrievers. What advice would you give your younger self? Buy Apple stock. What period in your life would you do differently, if you could? College years.
Personal mission: My two sons’ success in life. Personal motto: Carpe Diem.
