Albert leverages nearly 35 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 ultimately acquired by Wells Fargo Advisors, where he and his team spent 12 years building their practice with their clients’ needs 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.

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).

Jere met Albert Elrod in 1999, who at the time was a 10-year veteran in the investment industry.  Albert had just helped with opening 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. 

Jere 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.

Jere earned a B.S. in Marketing from the 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.

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 and 66 securities licenses, as well as life, health, and variable insurance licenses.