Morse Investment Group
Samuel V. Morse, Jr.
First Vice President/Investments; Branch Manager; Portfolio Manager - Solutions Program
Education
- B.A., University of Alabama
Licenses
- Series 7, General Securities Representative
- Series 9 & 10, General Securities Sales Supervisor
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
Experience
Sam began his investment industry career in 1993 and joined Stifel upon its acquisition of 56 UBS offices in 2009. Before becoming a financial advisor, he worked with United States Senator Trent Lott, Washington DC.Star Townsend
Registered Operations Coordinator
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 66, Investment Advisor Representative
- Life, Health, and Variable Insurance
Experience
Star began her financial services career in 1992 and joined Stifel in 2009.Memberships
- Our Lady of Fatima Catholic Church