1890 The Year We Were Founded
and we're still going strong.
My Approach
Your Goals, My Priority
My approach to wealth management involves understanding your financial goals, motivation, and how you picture your legacy. This goals-based approach enables me to find appropriate financial strategies that are built specific to your unique, ever-changing situation.
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Working with professionals and family-owned businesses
I am able to assist you with:
Our Services- Comprehensive Wealth Management
- Individual Stocks and Bonds
- Corporate Retirement Plans and Individual Retirement Accounts
- Asset Allocation
- Long-Term Care Insurance
- Life Insurance and Annuities
- And More
Stifel
By the Numbers
Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2023.
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