You might be surprised to learn how little most investors know about the qualifications of their financial advisor. It is difficult to imagine entrusting so much confidence in an advisor without first determining whether he or she is properly qualified and experienced with the type of investments that you will own during your lifetime. Our financial advisors are specifically educated, experienced, and licensed to provide a wide variety of investments and insurance products. Choosing the right financial advisor is as important as choosing the right investments.

We believe the reason our clients choose Stifel is our personal attention and plain language approach to guiding our clients. Our education, training, and experience are well suited to the field of financial services and insurance planning. We offer the formal education clients expect in the field of financial services and technical skills and experience that can only be acquired by working with a variety of different investments in a holistic planning environment year after year.

We share a commitment to excellence and a thorough understanding of the needs and objectives of each client. This commitment to the total client experience seeks to empower our clients with knowledge in their strategy and a feeling of understanding and control over their financial future. We pride ourselves on attention to detail and a simple approach to helping everyday people like you plan for their future.