Gregory E. Gonzales
Senior Vice President/Investments
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About Me
Greg has more than 40 years of experience in the investment industry.
Active in the community, Greg currently serves as a volunteer on the Greensboro College investment committee. He has previously served as a volunteer board member for the Greensboro Youth Soccer Association for many years, as well as a member of his children’s school’s investment committee.
Greg earned a B.B.A. with a major in Business Administration from Campbell University and holds Series 7, 63, and 65 securities licenses. He has been married to his wife, Gloria, for 33 years and has three adult children – Julia, Hannah, and Gregory.
Gregory E. Gonzales
Senior Vice President/Investments
3364783710
Greg has more than 40 years of experience in the investment industry.
Active in the community, Greg currently serves as a volunteer on the Greensboro College investment committee. He has previously served as a volunteer board member for the Greensboro Youth Soccer Association for many years, as well as a member of his children’s school’s investment committee.
Greg earned a B.B.A. with a major in Business Administration from Campbell University and holds Series 7, 63, and 65 securities licenses. He has been married to his wife, Gloria, for 33 years and has three adult children – Julia, Hannah, and Gregory.
Christopher T. Barbee, CFP
Senior Vice President/Investments
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About Me
Chris joined Stifel in 2017 after spending nearly 20 years with A.G. Edwards, Wells Fargo Advisors, and Oppenheimer & Co. He focuses on helping individuals, foundations, endowments, trusts, and corporations develop customized wealth management strategies that align with their retirement and estate planning goals.
Chris earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Chris earned a B.S. in Business Management at North Carolina State University in Raleigh in 1997. He holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as his life, health, and variable insurance licenses (including annuities).
Active in his community, Chris serves on the board of directors for the Greensboro Natural Science Center, where he is a member of the finance committee. He is also a sponsor for “Men Can Cook” and contributes to Women’s Resource Center of Greensboro, which is a triad nonprofit that serves women in need of support.
Chris and his wife, Lisa, reside in Summerfield with their two children, Jackson and Braylon.
Christopher T. Barbee
CFP
CFP
Senior Vice President/Investments
3364783718
Chris joined Stifel in 2017 after spending nearly 20 years with A.G. Edwards, Wells Fargo Advisors, and Oppenheimer & Co. He focuses on helping individuals, foundations, endowments, trusts, and corporations develop customized wealth management strategies that align with their retirement and estate planning goals.
Chris earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Chris earned a B.S. in Business Management at North Carolina State University in Raleigh in 1997. He holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as his life, health, and variable insurance licenses (including annuities).
Active in his community, Chris serves on the board of directors for the Greensboro Natural Science Center, where he is a member of the finance committee. He is also a sponsor for “Men Can Cook” and contributes to Women’s Resource Center of Greensboro, which is a triad nonprofit that serves women in need of support.
Chris and his wife, Lisa, reside in Summerfield with their two children, Jackson and Braylon.
About Me
Grant began his investment industry career in 2022 after developing a fondness for the industry with his internship at Oppenheimer & Co. He has a passion for finance and helping his clients pursue their short- and long-term goals. Grant’s holistic approach allows him to help his clients build comprehensive plans and appropriately identify a strategy for working toward their desired outcomes.
Prior to joining Stifel, Grant worked as an IT Systems Analyst, performing data analysis, testing, implementation, and support. He served as Manager of Client Relations, leading a team responsible for managing day-to-day relationships, contract negotiations, and renewals for clients. He also served as Program Manager, leading cross-functional teams to implement key projects to drive efficiency in the company.
Grant originally started his college career playing baseball at Methodist University. He later earned a dual degree in Management Information Systems and Operations and Supply Chain Management from The University of North Carolina at Charlotte. He holds Series 7, 63, and 65 securities licenses.
Grant is originally from the Greensboro area. He graduated high school from Caldwell Academy and has recently moved back to Greensboro. Outside of the office, Grant has volunteered at the Greensboro Science Center, as a founding member of Ducks Unlimited at UNC Charlotte, and as a youth baseball coach at Mercy Hill.
Grant Gillespie
Financial Advisor
3364783705
Grant began his investment industry career in 2022 after developing a fondness for the industry with his internship at Oppenheimer & Co. He has a passion for finance and helping his clients pursue their short- and long-term goals. Grant’s holistic approach allows him to help his clients build comprehensive plans and appropriately identify a strategy for working toward their desired outcomes.
Prior to joining Stifel, Grant worked as an IT Systems Analyst, performing data analysis, testing, implementation, and support. He served as Manager of Client Relations, leading a team responsible for managing day-to-day relationships, contract negotiations, and renewals for clients. He also served as Program Manager, leading cross-functional teams to implement key projects to drive efficiency in the company.
Grant originally started his college career playing baseball at Methodist University. He later earned a dual degree in Management Information Systems and Operations and Supply Chain Management from The University of North Carolina at Charlotte. He holds Series 7, 63, and 65 securities licenses.
Grant is originally from the Greensboro area. He graduated high school from Caldwell Academy and has recently moved back to Greensboro. Outside of the office, Grant has volunteered at the Greensboro Science Center, as a founding member of Ducks Unlimited at UNC Charlotte, and as a youth baseball coach at Mercy Hill.
Cassie Sawyer
Senior Client Service Associate
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About Me
Cassie began her financial services career at PaineWebber in 1990, shortly after graduating from high school. She later moved to A.G. Edwards and maintained her role as a Client Service Associate through subsequent acquisitions of the firm by Wachovia Securities and Wells Fargo Advisors. In 2014, Cassie moved to Stifel, where she supports several financial advisors in addition to handling office compliance and operational duties. In addition, she holds the Series 7 securities license.
Outside the office, Cassie enjoys crafts, reading, and spending time with her family. She has two adult children, Austin and Madalyn, and two grandchildren, Emory and Liam. When she gets some down time, Cassie likes to explore the beaches of North Carolina.
Cassie Sawyer
Senior Client Service Associate
3364783706
Cassie began her financial services career at PaineWebber in 1990, shortly after graduating from high school. She later moved to A.G. Edwards and maintained her role as a Client Service Associate through subsequent acquisitions of the firm by Wachovia Securities and Wells Fargo Advisors. In 2014, Cassie moved to Stifel, where she supports several financial advisors in addition to handling office compliance and operational duties. In addition, she holds the Series 7 securities license.
Outside the office, Cassie enjoys crafts, reading, and spending time with her family. She has two adult children, Austin and Madalyn, and two grandchildren, Emory and Liam. When she gets some down time, Cassie likes to explore the beaches of North Carolina.
