David S. Remey, CFP, CIMA, CPA
Managing Director/Investments
David Remey began his career as a Financial Advisor in 1986. Prior to entering the investment industry, he worked as a certified public accountant. To further his wealth management knowledge and areas of focus, he attained the CERTIFIED FINANCIAL PLANNER® certification from the CFP Board. He then attained the Certified Investment Management Analyst® designation from the Investment Management Consultants Association after completing the executive education component at the Wharton School – Aresty Institute.
With extensive knowledge in customizing retirement and estate planning strategies, David is well positioned to address the needs of high-net-worth individuals, professionals, business owners, retirees, and charitable foundations who are serious about pursuing their long-term goals. He builds his client relationships by designing detailed financial strategies, taking into account his clients’ unique investment needs, risk tolerance, tax planning needs, and personal considerations that may impact their investment decisions. His practice thrives on referrals from satisfied clients and professionals.
David resides in Ormond Beach, Florida, and enjoys time with family and friends, growing in faith, snow skiing, hiking, and biking. He strives to serve and support his community.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
David S. Remey
CFP, CIMA, CPA
CFP, CIMA, CPA
Managing Director/Investments
3869476000
David Remey began his career as a Financial Advisor in 1986. Prior to entering the investment industry, he worked as a certified public accountant. To further his wealth management knowledge and areas of focus, he attained the CERTIFIED FINANCIAL PLANNER® certification from the CFP Board. He then attained the Certified Investment Management Analyst® designation from the Investment Management Consultants Association after completing the executive education component at the Wharton School – Aresty Institute.
With extensive knowledge in customizing retirement and estate planning strategies, David is well positioned to address the needs of high-net-worth individuals, professionals, business owners, retirees, and charitable foundations who are serious about pursuing their long-term goals. He builds his client relationships by designing detailed financial strategies, taking into account his clients’ unique investment needs, risk tolerance, tax planning needs, and personal considerations that may impact their investment decisions. His practice thrives on referrals from satisfied clients and professionals.
David resides in Ormond Beach, Florida, and enjoys time with family and friends, growing in faith, snow skiing, hiking, and biking. He strives to serve and support his community.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
J. Mitchell Lane
Financial Advisor
Mitch Lane began his investment industry career at Stifel in 2022. Practicing a holistic approach to wealth management, he takes advantage of the vast resources Stifel has to offer to create a plan tailored to his clients’ estate planning, retirement planning, and investment strategy needs. He looks at what is important to his clients and their family and offers a personalized, hands-on experience to address their needs throughout every phase of life.
Mitch earned a B.S. from Stetson University as well as a Doctoral degree from Duke University and holds Series 7 and 66 securities licenses. Active in the community, Mitch serves as a member of multiple volunteer-oriented groups, including the Deland Breakfast Rotary, Port Orange South Daytona Chamber of Commerce, Deland and Greater West Volusia Chamber of Commerce, and Warrior Kids Foundation. Mitch enjoys time with his wife and daughters and has a passion for his faith, the outdoors, and a variety of sports.
J. Mitchell Lane
Financial Advisor
3869476027
Mitch Lane began his investment industry career at Stifel in 2022. Practicing a holistic approach to wealth management, he takes advantage of the vast resources Stifel has to offer to create a plan tailored to his clients’ estate planning, retirement planning, and investment strategy needs. He looks at what is important to his clients and their family and offers a personalized, hands-on experience to address their needs throughout every phase of life.
Mitch earned a B.S. from Stetson University as well as a Doctoral degree from Duke University and holds Series 7 and 66 securities licenses. Active in the community, Mitch serves as a member of multiple volunteer-oriented groups, including the Deland Breakfast Rotary, Port Orange South Daytona Chamber of Commerce, Deland and Greater West Volusia Chamber of Commerce, and Warrior Kids Foundation. Mitch enjoys time with his wife and daughters and has a passion for his faith, the outdoors, and a variety of sports.
Robin Riddle, AAMS
Registered Client Service Associate
Robin Riddle began her financial services career in 2000 in the banking industry. She specializes in client service and is an integral asset to the team. Her duties are many and varied, including handling daily client communications, preparing documents for opening new accounts and ensuring each has been submitted correctly, keeping clients informed of their responsibility related to taking required minimum distributions (RMDs) from their retirement accounts, facilitating check requests and electronic cash transactions, and assisting with client review preparation. She is actively involved in daily communication with clients, answering account-related questions, and resolving client service issues as effectively as possible. Robin holds an Accredited Asset Management Specialist™ designation from the College for Financial Planning as well as Series 7, Series 63, and 65 securities licenses.
Robin Riddle
AAMS
AAMS
Registered Client Service Associate
3869476029
Robin Riddle began her financial services career in 2000 in the banking industry. She specializes in client service and is an integral asset to the team. Her duties are many and varied, including handling daily client communications, preparing documents for opening new accounts and ensuring each has been submitted correctly, keeping clients informed of their responsibility related to taking required minimum distributions (RMDs) from their retirement accounts, facilitating check requests and electronic cash transactions, and assisting with client review preparation. She is actively involved in daily communication with clients, answering account-related questions, and resolving client service issues as effectively as possible. Robin holds an Accredited Asset Management Specialist™ designation from the College for Financial Planning as well as Series 7, Series 63, and 65 securities licenses.
Marcy McBroom
Client Service Associate
With experience as an executive assistant and staff accountant, Marcy McBroom has proven herself to be a highly organized and efficient professional. In her past roles supporting high-level executives, she has demonstrated outstanding communication and interpersonal skills, as well as a strong ability to manage multiple account-related tasks and priorities. Marcy attended the University of South Florida, and she currently resides in her hometown of Port Orange.
Outside the office, Marcy enjoys spending time outdoors and trying to keep up with her son and his many activities.
Marcy McBroom
Client Service Associate
3869476044
With experience as an executive assistant and staff accountant, Marcy McBroom has proven herself to be a highly organized and efficient professional. In her past roles supporting high-level executives, she has demonstrated outstanding communication and interpersonal skills, as well as a strong ability to manage multiple account-related tasks and priorities. Marcy attended the University of South Florida, and she currently resides in her hometown of Port Orange.
Outside the office, Marcy enjoys spending time outdoors and trying to keep up with her son and his many activities.