Kellyn Drayer has been in the investment industry for 36 years. She began her career with a local bank and worked with PaineWebber and UBS Financial Services before joining Stifel in 2009. She believes in developing lasting relationships by helping clients set financial goals for every stage of life and periodically reviewing them with her clients to ensure they are still on track.
Having maintained the Certified Financial Planner™ certification since 1986, Kellyn continually draws on this knowledge to help you navigate the wealth planning process, listening to your goals and tailoring a plan suited to your financial future and lifestyle.
A native of Kilgore, Kellyn attended Kilgore College and earned a Bachelor of Journalism and an M.A. in Communications from The University of Texas at Austin. Active in her community, she has worked with many charitable organizations, including CHRISTUS Good Shepherd Medical Center, Longview Chamber of Commerce, Longview Rotary Club, Longview 2020, United Way, the Johnson Foundation, and the Kilgore College Foundation. She is also a graduate of Leadership Longview and a lifetime member of Rangerettes Forever.
Kellyn and her husband have lived in Longview since 1984. They have six children and 10 grandchildren.
Joe Wallace began his investment industry career in 1980 with E.F. Hutton & Co., which later became part of Citigroup. Joe joined Stifel in 2009 upon its acquisition of UBS Wealth Management Americas, where he spent five years.
Throughout his extensive tenure, Joe gained more than 25 years of experience managing multi-disciplinary investment portfolios. In order to manage investment portfolios for clients on a discretionary basis through Stifel’s Solutions Program, Joe has met a number of criteria, including sustained tenure in the investment industry, a well-developed investment philosophy and process, and experience in managing portfolios on a discretionary basis. This enables him to quickly react to market conditions when implementing investment strategies for clients choosing discretionary advisory services. In addition, he obtained the Accredited Investment Fiduciary® certification in 2017.
Joe earned a B.B.A. in Marketing from Texas A&M University and served as an active-duty infantry officer in the United States Marine Corps. After his military service, he and his wife settled in Longview, where they raised their two children
Joe has served on the board of trustees and administrative board at First United Methodist Church, where he was also a Sunday school teacher. A graduate of Leadership Longview, he has been actively involved in the Rotary Club of Longview-Greggton, the Deep East Texas A&M Club, the Longview Rodeo, the United Way of Longview, and the 12th Man Foundation in College Station, Texas. The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Greg began his investment industry career with Stifel in 2021. Prior to that, he was employed with Amegy Bank of Texas, working in commercial real estate lending, underwriting and financial analysis.
Greg obtained the Certified Financial Analyst® designation, a three-year course of study that provides the tools for an in-depth understanding of complex investment products and services. He also earned a Bachelors in Business Administration with a concentration in Finance from Texas A&M University and holds Series 7 and 66 securities licenses.
With more than 20 years of financial services experience, Todd began his career at State Street Bank in Boston assisting with new client conversations. He then moved to Brown Brothers Harriman & Co., where he served as an Assistant Vice President in Trade Management & Global Settlements. Both positions were in operations supporting institutional clients. He relocated to Longview and joined the team at Stifel in 2018.
Todd earned a B.S. in Business Administration with a Concentration in Finance from the University of Massachusetts at Lowell and holds Series 7, 63, and 65 securities licenses.
Christine began her career with Stifel in 2019, bringing with her more than 25 years of client care and administrative experience acquired in the insurance sector. She holds a life and health insurance licenses (including property and casualty lines) and served as a personal lines assistant providing extensive client account support.
Christine graduated from Bish Mathis Institute in the Office Associate Administrative program. Outside the office, she is an active member of Walnut Creek Baptist Church, where she currently serves on the budget and finance committee and previously served on additional committees as well. Christine has lived in East Texas with her family most all of her life.
