Managing Director/Investments; Branch Manager
As founder of the Reese Williams Wealth Management Group, Bart leads the team’s overall wealth management and investment initiatives, developing tailored strategies for individuals, families, and businesses. His mission is to help his clients organize their financial lives, establish their unique priorities, and capitalize on Stifel’s vast resources to pursue their goals with purpose and precision.
In 2018, 2019, and 2022 Bart was named to Forbes’ Best-In-State Wealth Advisors list. He focuses on holistic wealth planning, multigenerational wealth transfer, portfolio design and implementation, asset allocation, and risk management strategies. With more than 30 years of direct experience, he applies the knowledge and insight he has gained to help propel clients toward their long-term objectives.
Bart joined Stifel in 2019 after working at Merrill Lynch since 1991. Prior to joining Merrill Lynch, he spent two years as a staff accountant in Dallas and Houston. Committed to ongoing financial education, he has attained the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Retirement Planning Counselor designation™, and the Certified Private Wealth Advisor® designation, which is administered by the Investments & Wealth Institute™ through coursework at the University of Chicago Booth School of Business.
Bart has been an active supporter of the Coastal Conservation Association, having previously served as development chair, chapter president, and state board member.
Bart and his wife, Mary, live in Houston with their four children. Outside the office, Bart enjoys a variety of outdoor activities, as well as traveling and deepening his passion for the Lone Star State.
Forbes’ Best-In-State Wealth Advisors, April 7, 2022, February 21, 2019, and February 15, 2018, each based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
First Vice President/Investments
Zach helps his clients identify and address a broad range of wealth management needs and develops a plan that reflects their specific timelines, values, and priorities. He enjoys proactively helping clients clarify their financial goals and challenges, so that they can implement workable frameworks to pursue what is most important to them.
Zach focuses on fixed income investing, collaborative portfolio development, evaluation, and periodic review with clients. He also provides support to business owners regarding the design, creation, and implementation of company-sponsored retirement plans. Taking a client-focused approach, he helps his clients take measurable steps toward the future they envision for themselves and their families.
Zach joined Stifel in 2019 after working at Merrill Lynch since 2003. Prior to joining Merrill Lynch, he spent four years as a personal banker. He holds the Certified Plan Fiduciary Advisor® designation through the National Association of Plan Advisors (NAPA) and the Chartered Retirement Planning Counselor℠ designation from The American College of Financial Services.
Zach lives in Fulshear, Texas, with his wife and their two boys. In his free time, he volunteers with the local Little League and coaches his sons’ youth sports teams. He is also an avid outdoorsman and enjoys playing golf and the acoustic guitar.
George applies his knowledge of the capital markets to help the team develop plans that reflect clients’ unique risk tolerance, time horizons, and investment preferences. Having witnessed numerous market cycles and macroeconomic themes, he offers a seasoned approach to investment analysis, grounded in clarity and discipline.
George joined Stifel in 2019 from Merrill Lynch, where he worked since 1996 and was a financial advisor for 12 years. George focuses on portfolio design and implementation.
George and his wife, Jacquelyn, reside in Houston.
Teresa is responsible for ensuring the quality and responsiveness of clients’ overall service experience. She caters to client priorities with dedication and resolve, addressing a variety of operational, administrative, and service needs. Closely attuned to the distinctive nature of each family relationship, she focuses on building client relationships through personalization and discretion.
Teresa joined Stifel in 2019 after working at Merrill Lynch since 1990. Her extensive experience contributes to her abilities as an effective problem-solver. Having helped numerous client families throughout the decades, she has a strong understanding of best practices, resulting in a smooth and satisfying client experience.
Teresa lives in Sugar Land with her husband and their daughter.
Kendall is responsible for account administration, team operations, technology integration, and customized communications for client reviews. Passionate in her dedication to clients and their family members, she takes pride in building long-term client relationships through care and commitment.
Kendall joined Stifel in 2019 from Merrill Lynch, where she spent seven years at the firm’s Shreveport, Louisiana, office before transferring to the Reese Williams Wealth Management Group in 2015.
Kendall lives in Richmond with her husband, Jason. She is also a former board chair and founding member of Girls on the Run in Shreveport. In her free time, she enjoys travel and photography.