Our Team

 

 

Albert Elrod
First Vice President/Investments
Branch Manager


(910) 454-1502 | elroda@stifel.com

 

Albert leverages 30 years of financial services and wealth management experience to help investors pursue their long-term goals.  He began his investment industry career in 1989 with Edward Jones, where he served as a financial advisor for nine years.  He then moved his practice to A.G. Edwards, which was acquired by Wells Fargo Advisors, where he and his team spent 12 years building their practice with their clients’ best interests at the very center.  In this spirit, he and the team moved their practice to Stifel in 2012 and have been proudly serving clients ever since.  

Albert earned an A.S. from University of Mount Olive and a B.S.B.A. from East Carolina University.  He holds Series 7, 9 & 10, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

As an active contributor to the community, he serves as a trustee for University of Mount Olive and as endowment committee member for Pine Valley United Methodist Church (PVUMC).

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Jere Jones, AAMS®, CFP®
Vice President/Investments

(910) 454-1503 | jonesjl@stifel.com

 

Jere met Albert Elrod in 1999, who at the time was a 10-year veteran in the investment industry.  Albert had just helped open a branch for A.G. Edwards in Southport, North Carolina.  Having lived in the area since 1964, Jere was inspired to become a financial advisor in 2000 and joined the team in providing financial services to the community.  In 2012, he and the team moved to Stifel, a nationally recognized wealth management and investment banking firm, and have been proudly serving the Greater Southport community ever since. 

Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Accredited Asset Management Specialist™ (AAMS®) designation, Jere has received training on the duties of good faith and standards of care, insurance reviews, tax strategies, as well as estate planning issues and retirement planning.

Jere earned a B.S. in Marketing from University of North Carolina-Wilmington and holds Series 7, 9 & 10, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

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John W. Lawrence

Vice President/Investments

(910) 454-1505 | lawrencej@stifel.com

 

In 2004, a longtime friend in this business, Albert Elrod, asked John if he would be interested in joining his team as a financial advisor.  At the time, John was a PGA professional golfer, managing multi-million dollar facilities.  Soon after their conversation, John joined Albert at A.G. Edwards, developing tax-efficient investment strategies for clients approaching or in retirement.  In 2012, he and the team moved to Stifel, a nationally recognized wealth management and investment banking firm, and have been proudly serving the Greater Southport community ever since. 

John attended Craven Community College and holds Series 7, 31, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  

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