Our leadership

Explore our leadership team and wealth management professionals.

Meet our team

Leadership Team

Photo of Jay W. Carter, Chief Executive Officer at StoneX Wealth Management

Jay W. Carter

Chief Executive Officer

Photo of Marcus Richardson, Chief Operating Officer at StoneX Wealth Management

Marcus Richardson

Chief Operating Officer

Image of Brian Parker, Chief Compliance Officer at StoneX Wealth Management

Brian Parker

Chief Compliance Officer

Photo of John F. Calvano, Chief Compliance Officer at StoneX Advisors Inc.

John F. Calvano

Chief Compliance Officer, StoneX Advisors Inc.

Portrait of Mark Hugo, Chief Supervision Officer at StoneX Wealth Management

Mark Hugo

Chief Supervision Officer

Photo of Michael Lytle, Chief Investment Officer at StoneX Wealth Management

Michael Lytle, CFA

Chief Investment Officer

Image of Maribeth Williams, Senior Vice President Client Relations at StoneX Wealth Management

Maribeth Williams

Senior Vice President Client Relations

Image of Stephanie Bova, Manager of Commission and Administration at StoneX Wealth Management

Stephanie Bova

Manager of Commission and Administration

Matt C Kelley

Matt C. Kelley

Head of Business Development

Image of Michael Yu, VP of Technology Solutions at StoneX Wealth Management

Michael Yu

VP of Technology Solutions

Photo of David Giegel, Director of Private Client Group at StoneX Wealth Management

David Giegel

Director, Private Client Group

Wealth Solutions Group

Photo of Michael Lytle, Chief Investment Officer at StoneX Wealth Management

Michael Lytle, CFA

Chief Investment Officer

Image of Chase Woodruff, Portfolio Manager at StoneX Wealth Management

Chase Woodruff, CFA

Portfolio Manager

Photo of Sarah Nilsen, Investment Analyst at StoneX Wealth Management

Sarah Nilsen

Investment Analyst

Photo of Marcus Williams, Investment Consultant at StoneX Wealth Management

Marcus Williams

Investment Consultant

Image of Kelli Arrington, Advisor Support Manager at StoneX Wealth Management

Kelli Arrington

Advisor Support Manager

Image of Mayo Woodward, Investment Products Manager at StoneX Wealth Management

Mayo Woodward

Investment Products Manager

Private Client Group

Photo of David Giegel, Director of Private Client Group at StoneX Wealth Management

David Giegel

Director, Private Client Group

Photo of Jeff Riley, Financial Advisor at StoneX Wealth Private Client Group

Jeff Riley

Financial Advisor

Portrait of Tyler Lankford, Financial Advisor at StoneX Wealth Management Private Client Group

Tyler Lankford

Financial Advisor

Photo of Zachary Lee, Financial Advisor at StoneX Wealth Management

Zachary Lee

Financial Advisor

Photo of Matthew R. Hill, Financial Advisor and Attorney at StoneX Wealth Management

Matthew R Hill

Financial Advisor, Attorney, MBA, WMCP™, RICP®, AIF®, PPC®

Portrait of Debbie Howard, Financial Advisor at StoneX Wealth Management

Debbie Howard

Financial Advisor

Image of Jimmy Satterfield, Financial Advisor at StoneX Wealth Management

Jimmy Satterfield

Financial Advisor

Photo of Lee Crenshaw, Financial Advisor at StoneX Wealth Private Client Group

Lee Crenshaw

Financial Advisor

International Private Client Group

Photo of Alvaro Torres, Managing Director and Financial Advisor at StoneX Wealth International Private Client Group

Alvaro Torres

Branch Manager, Managing Director and Financial Advisor

Image of Lucas Goncalves, Client Associate at StoneX Wealth Management

Lucas Goncalves

Registered Wealth Associate

Image of Juliano de Souza, Managing Director and Financial Advisor at StoneX Wealth International Private Client Group

Juliano de Souza

Managing Director and Financial Advisor

Oscar_Rubiano_sqaure

Oscar Rubiano

Financial Advisor

StoneX: We open markets

Our market expertise, advanced platforms, global reach, culture of full transparency and commitment to our clients’ success all set us apart in the financial marketplace.

  • Partnership icon
    Globality

    With access to 40+ derivatives exchanges, 180+ foreign exchange markets, nearly every global securities marketplace and numerous bi-lateral liquidity venues, StoneX’s digital network and deep relationships can take clients anywhere they want to go.

  • Price tag
    Transparency

    As a publicly traded company meeting the highest standards of regulatory compliance in the markets we serve; our financials and record of accomplishment are matters of public record. StoneX’s commitment to “doing the right thing over the easy thing” sets us apart in the industry and helps us build respect, client trust and new partnerships.

  • PC Monitor Blue
    Expertise

    From our proprietary Market Intelligence platform, to “boots on the ground” expertise from award-winning traders and professionals, we connect our clients directly to actionable insights they can use to make more informed decisions and achieve their goals in the global markets.

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The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. Trust Advisory Group, Ltd. is a wholly owned subsidiary of StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch expertise.

You can learn more about the background of StoneX Securities Inc. on Broker Check.

All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing. StoneX Wealth Management does not provide tax advice.

©StoneX 2024. All rights reserved.