Ormond Rebert Wealth Advisory Group
Jennifer L. Ormond
First Vice President/Investments
7177418903
Jennifer began her investment industry career in 2000 and joined Stifel in 2007. Prior to joining Stifel, she worked at Legg Mason Wood Walker, Ryan Beck & Co., Citigroup Global Markets, and Hewitt Associates as a Business Analyst. Jennifer guides clients through all aspects of their financial journey, whether they are just beginning their careers or nearing retirement.
Jennifer earned a B.A. in Management from Gettysburg College and holds Series 7 and 66 securities licenses.
In addition, Jennifer was named to Forbes’ Best-in-State Women Wealth Advisors in 2023.
Forbes’ 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 www.stifel.info/award-disclosures.
Jennifer earned a B.A. in Management from Gettysburg College and holds Series 7 and 66 securities licenses.
In addition, Jennifer was named to Forbes’ Best-in-State Women Wealth Advisors in 2023.
Forbes’ 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 www.stifel.info/award-disclosures.
Shane M. Rebert
Financial Advisor
7177418913
Shane began his investment industry career in 2000 and joined Stifel in 2019. Prior to joining Stifel, he worked at Scottrade in various roles. Shane began working as a Financial Advisor before becoming Assistant Branch Manager in York, Pennsylvania. He then worked as a licensed premier banker at Wells Fargo Advisors. Today, Shane works closely with his clients to help them pursue their short- and long-term goals.
Shane earned a B.A. in Economics from Dickinson College and holds Series 7, 24, 63, and 66 securities licenses. Outside the office, he is a volunteer coach for the girls’ varsity and junior varsity teams at South Western High School.
Shane earned a B.A. in Economics from Dickinson College and holds Series 7, 24, 63, and 66 securities licenses. Outside the office, he is a volunteer coach for the girls’ varsity and junior varsity teams at South Western High School.
Christie L. Smith
CFP
CFP
Senior Vice President/Investments
7177418902
Christie began her financial services career in 1976 and joined Stifel in 2007. Prior to joining Stifel, she worked at Ryan Beck & Co., Citigroup Global Markets, and Legg Mason Wood Walker. Christie has been securities licensed since 1982. Today, she and her team work to promote overall financial health by providing a positive experience for their clients and families. They work together to identify short- and long-term objectives, design customized strategies, and establish comprehensive wealth management plans.
Christie earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. She holds Series 4, 7, 9 & 10, 24, 63, and 65 securities licenses.
Christie earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. She holds Series 4, 7, 9 & 10, 24, 63, and 65 securities licenses.
Maggie T. Bridegum
Registered Client Service Associate
7177418904
Maggie began her financial services career at Stifel in 2019. Prior to joining Stifel, she worked as a teller and a customer service representative in the retail banking industry. Instrumental to the team’s service model, Maggie is client-focused, detail-oriented, and committed to delivering top-tier service while building lasting relationships. She also assists with the administrative and operational needs of the team and clients. She holds Series 7 and 66 securities licenses.
Aubrey Bollinger
Client Service Associate
7177418909
Aubrey joined Stifel in 2023 with prior experience in the banking industry. Instrumental to the team’s service model, Aubrey is client-focused, detail-oriented, and committed to delivering top-tier service while building lasting relationships. She also assists with the administrative and operational needs of the team and clients.