Michael D. Douglas

CFP, AIF

CFP, AIF

Managing Director/Investments

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Michael Douglas is a nationally recognized financial advisor with 31 years of experience guiding individuals, families, and organizations through the complexities of wealth management. As Managing Director/Investments at Stifel in Pensacola, Florida, he provides personalized, goal-driven strategies tailored to everyone’s unique financial journey.

In 2025 and 2026, Michael was honored as a Forbes Best-In-State Wealth Advisor, ranking among the top advisors in Florida. This distinction reflects his commitment to excellence, integrity, and long-term client success.

Michael holds the CERTIFIED FINANCIAL PLANNER® certification and the Accredited Investment Fiduciary® designation. He specializes in retirement planning, portfolio management, and investment consulting. His approach is rooted in trust, transparency, and a genuine understanding of each client’s goals.

Outside of work, Michael enjoys spending time with his grandchildren, participating in church activities, and mentoring younger professionals. He values strong relationships, community involvement, and living a life guided by faith and purpose.

Forbes' Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.info/award-disclosures.

Jonathan L. Warren

CFP

CFP

Senior Vice President/Investments

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While based in Pensacola, Florida, Jonathan serves a diverse client base across the Southeast and beyond. He believes in the power of personal relationships and takes pride in understanding each client's unique financial objectives. His practice focuses on comprehensive wealth planning and portfolio management. He is licensed to provide investment advisory services in over 15 states and holds multiple securities registrations, including Series 7, 31, 63, and 65.

Jonathan began his career with firms such as Morgan Stanley before joining Stifel in 2011, where he has continued to build a reputation for integrity, professionalism, and client-centered service.

My mission is simple: to deliver clarity, confidence, and excellence in every financial decision my clients make. Their success is my priority, and I'm honored to be a part oftheir journey.

Outside of work, Jonathan is a devoted husband and proud father to his daughter. He remains deeply connected to his roots in Pensacola while maintaining a broad perspective to serve clients wherever life takes them.

Amelia S. Pate

Financial Advisor Associate

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Amelia Pate is committed to helping individuals and families build confidence in their financial future. Serving as a Financial Advisor Associate, Amelia works with clients to help develop personalized strategies that align with their goals.

Amelia takes a client-first approach, offering clear communication, thoughtful planning, and a deep understanding of today’s financial landscape. She believes that strong relationships are built on trust, transparency, and consistent support, and she works diligently to ensure every individual feels informed and empowered throughout their financial journey. Her collaborative style and attention to detail make her a valuable resource.

Amelia is committed to continuous learning and professional growth, always seeking new ways to enhance client experience and deliver meaningful results. Whether you're just starting to invest or looking to refine your long-term strategy, Amelia provides the insight and dedication needed to help you move forward with purpose and guidance tailored to your goals.

With over 11 years of experience in the consulting and financial industries, she began her career at Huron Consulting Group, where she honed her skills in strategic consulting before transitioning to financial services. Since 2019, Amelia has been with The Douglas-Warren Wealth Management Group. Amelia holds the Series 7, Series 63, and Series 65 licenses.

Beyond her professional work, Amelia is a doting wife and joyful mom. She is a 10th generation Pensacola native and actively involved in her community. She is a member of Christ Church’s Flower Guild and an at-home culinary artisan.

Barksdale Jordan, Jr.

Financial Advisor Associate

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With over four decades of experience in the financial services industry, Barksdale Jordan Jr. brings a wealth of knowledge and dedication to his role as a Financial Advisor Associate with The Douglas-Warren Wealth Management Group at Stifel. Based in Pensacola, Florida, Barksdale has been serving families with integrity and personalized financial guidance since 1978.

An alumnus of Auburn University, Barksdale combines academic insight with practical experience to deliver tailored investment strategies and retirement planning solutions. He holds multiple securities licenses and is known for his thoughtful approach and long-term client relationships.

Outside of his professional life, Barksdale is an active member of First Presbyterian Church and serves on the Baptist Health Care Audit and Finance Committee. In his free time, he enjoys reading and playing tennis. His dedication to ethical standards and client service has made him a respected resource in the Pensacola community.

Mei L. Lowery

Senior Registered Client Service Associate

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Mei Lowery brings over three decades of experience in the investment industry, having begun her career in 1994. She joined Stifel in 2009 and currently serves as a Senior Registered Client Service Associate in the firm’s Pensacola, Florida branch. Mei holds an Associate of Science degree from Pensacola Junior College and maintains Series 7, Series 63, and Series 65 licenses.

Her approach to client service is rooted in professionalism, responsiveness, and a commitment to building lasting relationships. Mei’s extensive industry knowledge and dedication make her a valuable resource for clients and colleagues alike.