About Me

For 25 years, Dustin has combined his passion for financial markets and people to provide highly customized financial guidance.  He joined Stifel in 2022 after previously working at Morgan Stanley for 13 years.  As a portfolio manager in Stifel’s Solutions Program, he adapts strategies designed to combine customized investment management with the ability to quickly react to market conditions for clients who choose discretionary advisory services.  The result is customized investment management, with strategies tailored to his clients’ specific needs or objectives. 

Dustin graduated from the University of Florida with B.S. in Food and Resource Economics in 1996. Continuing his education, he attained the CERTIFIED FINANCIAL PLANNER™ certification from the CFP® Board after completing coursework at the University of Miami.  The CFP® certification 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.  In addition, he is a member of the University of Florida’s Advisor Network.

Originally from Atlanta, Dustin and his wife, Holly, and sons, Daniel and Carter, now live in Gainesville, Florida.  Daniel attends the University of Florida and is a fifth generation legacy Gator.  They are active in their local church and support Compassion International.  Dustin is a member of the University of Florida alumni association, Tampa Gator Club, and has served on various school athletic foundation boards, along with serving as a Florida Citrus Bowl game ambassador and as hospitality committee member.