James M. Gregg

Managing Director/Investments


James develops customized investment and wealth management plans designed to reflect his clients' risk tolerance, time horizon, short- and long-term goals, and current and future needs.  Combining more than 20 years of managerial and investment services experience with Stifel's high-caliber resources, he has the freedom to recommend the balanced product mix he believes to be the best choice for his clients.

James began his career managing resort hotels in popular ski areas.  In 1998, he became a financial advisor with A.G. Edwards (now Wells Fargo Advisors) and joined Stifel in 2018.  He and his team are firmly committed to providing professional guidance and outstanding client service.  


James enjoys most outdoor sports, including bicycling, tennis, and golf.  He and his wife, Emily, have two wonderful children, J.J. and Keely.  His whole family leads active lives and enjoys skiing, sailing, playing soccer, and traveling.

Phone (315) 800-4145
Fax (315) 446-3102