About Me
Holley Dean is a seasoned financial professional with more than four decades of industry experience, dedicated to helping individuals and organizations pursue strategies to build, manage, and protect their wealth. She takes a highly personalized approach to each client relationship, focusing on thoughtful planning, disciplined portfolio construction, and investment strategies that align with clients' objectives.
Holley began her career in 1983 with Johnson Lane in Savannah, where she served as a Vice President. In 1991, she joined Sterne Agee as a Senior Vice President and continued in that role through the firm’s acquisition by Stifel in 2015. Today, she remains a trusted financial advisor to a diverse client base, including individuals, corporations, retirement plans, trusts, and foundations.
Her areas of experience include developing investment policy statements, constructing investment portfolios, selecting institutional-quality investment managers and funds, and structuring accounts tailored to client needs. She works extensively with a broad range of investment vehicles, including mutual funds, ETFs, and municipal, corporate, and government bonds.
Holley holds Series 7, 63, and 65 licenses, as well as life and variable insurance licenses. She holds the Accredited Investment Fiduciary® certification, which reflects her commitment to excellence through education, experience, and ongoing professional development.
She earned her Bachelor of Science in Political Science from Georgia Southern University.
Holley has been named to the Forbes Top Women Advisors list in 2020 and Forbes Best-in-State Women Wealth Advisor list in 2023, 2024, 2025, and 2026.
Known for her strong work ethic and client-first mindset, Holley focuses on delivering tailored strategies designed to help clients work towards their financial goals while navigating life’s complexities with confidence.
Forbes’ America’s Top Women Wealth Advisors and Best-in-State Women Wealth Advisors rankings are based on the 12-month period ending September 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.
About Me
Wilson Andress brings a disciplined, analytical approach to wealth planning, shaped by his background in both engineering and competitive athletics. He is committed to helping clients simplify complex financial decisions and create strategies that evolve alongside their lives.
Wilson earned a Bachelor of Science in Civil Engineering from Georgia Southern University, graduating summa cum laude. During his time there, he served as team captain of the golf team and earned First Team Academic All-American and First Team All-Sun Belt honors. After graduation, he competed professionally on PGA Tour Canada and PGA Tour Americas before transitioning into the financial services industry.
He began his investment career and joined Stifel in May 2025. Wilson holds Series 7, 63, and 65 licenses, as well as Life and Health Insurance and Variable Products licenses.
Drawing on his engineering mindset, Wilson takes a comprehensive, problem-solving approach to investment planning—focusing on identifying gaps, organizing complex financial situations, and developing strategies around retirement, tax considerations, and estate planning. He also has a passion for working with healthcare professionals, helping them navigate financial complexity so they can stay focused on their careers and patients.
Stifel does not provide tax advice. You should consult with your tax advisor regarding your particular situation.
About Me
Cathleen Laing is a seasoned financial services professional with more than three decades of industry experience supporting financial advisors and delivering exceptional client service. As a Senior Registered Client Service Associate, she plays a critical role in ensuring seamless day-to-day operations while providing high-touch support to both clients and advisors.
Cathleen began her career in 1991 with First Fidelity Bank in Philadelphia, where she served as a Lead Operations Clerk. In this role, she supervised a team of three and managed general ledger reconciliation, building a strong foundation in operational excellence. She transitioned to Smith Barney in Mt. Laurel, New Jersey in 1993, where she earned her Series 7 and 63 licenses.
In 1996, Cathleen joined Wells Fargo in Savannah, Georgia, where she was recognized for her leadership and expertise by earning the title of Associate Vice President. She later joined Sterne Agee in 2006, which became part of Stifel in 2015. In her current role, Cathleen supports three financial advisors managing a client base. She oversees all administrative and operational functions and plays an integral role in maintaining compliance standards for the branch.
Cathleen holds a Bachelor of Arts degree in Economics from Rowan University. Her depth of experience, attention to detail, and commitment to client service make her an invaluable member of the team.