1919 Investment Counsel

Birmingham – November 06, 2026 -- 1919 Investment Counsel, a Stifel Financial Corp. subsidiary managing about $27.4 billion in assets, has appointed James Russell Sugg, Jr. as Principal, Senior Client Advisor in its Birmingham office.

Sugg brings 17 years of legal practice and trust advisory experience

Sugg is a licensed North Carolina attorney with expertise in trusts and investment management. After 17 years practicing law, he moved into wealth management, serving as Senior Trust Advisor at Wachovia Trust and later at Sterne Agee.

Sugg will advise individuals, families, foundations and endowments from North Carolina

He will deliver investment counsel to individuals, families, foundations and endowments, building tailored solutions for each client's long-term wealth and investment objectives. Sugg is based in North Carolina and joins the Birmingham team.