David Smith Wilkins

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2001 → 09/2016
  Synovus Securities,Inc.
  Columbus, GA
• 01/2011 → 09/2016
  Coastal Bank Of Georgia A Division Of Synovus Bank
  St. Simons Island, GA
• 09/2016 → 09/2025
  Suntrust Investment Services, Inc
  St. Simons Island, GA
• 09/2025 → Present
  Stifel
  St. Simon Island, GA

Previous Registrations

• 2016-09-29 → 2025-09-17
  Truist Advisory Services, Inc.
  Brunswick, GA
  Brunswick, GA
  Tallahassee, FL
  St. Simonas Island, GA
  Waycross, GA
  St Simons, GA
• 2016-09-29 → 2016-12-31
  Truist Investment Services, Inc.
  Indian Land, SC
  Tallahassee, FL
  Brunswick, GA
  Brunswick, GA
  Tallahassee, FL
  Saint Simons Island, GA
  Waycross, GA
  St. Simons, GA
  Atlanta, GA
  Alpharetta, GA
  St. Simons Island, GA
• 2002-12-06 → 2016-09-27
  Synovus Securities, Inc.
  St. Simons Island, GA
  St. Simons Island, GA
  Columbus, GA

Other Businesses

1. Grace House of Brunswick, Inc.; 1107 Gloucester Brunswick, GA 31521; one year recovery home/program for women in addiction; Chairman of board; overseeing board of directors, leading executive director and board with strategic initiatives for non profit; 02/01/2023; 5 hrs/month; During securities trading hours; Not Investment-Related 2. St. Simons Community Church; 2700 Frederica Rd. St. Simons Island, GA 31522; finance committee of St. Simons community church; church; financial matters for church; 01/01/2024; 2 hrs/month; During securities trading hours; Investment-Related 3. Georgians for Judge Elizabeth Gobeil, Inc; P.O. Box 501029 Atlanta, GA 31150; Committee formed to help raise funds for re election for Judge Elizabeth Gobeil who presently serves as an appeals judge in GA; Host committee for campaign event held in St. Simons Island, GA on 1/29/26; name will appear on host invitation being emailed and at event, and I will give funds toward event; 01/12/2026; 4hrs/mth; Not during securities trading hours; Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2001-07-09