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Please consider the comprehensive capabilities of Stifel to provide the highest possible level of service to our clients. Our strengths can be customized to suit your unique and complex needs:
Contact me to learn more about how I can apply my experience and the robust services of Stifel to help you pursue your financial goals.
CONTACT ME- Stocks
- Cash Management
- College Savings Plans
- Corporate Bonds
- Mutual Funds
- IRAs
- Advisory Programs
- Options
- Asset Allocation
- Annuities
- Trust and Estate Planning Strategies
- Preferred Stocks
Contact me to learn more about how I can apply my experience and the robust services of Stifel to help you pursue your financial goals.
Stifel Wealth Tracker
View your accounts, analyze investments, and access exclusive market updates, research, and more.
Get to Know Me
2022 marks my 27th year as a financial advisor. My experience has shown me how important it is for my clients to receive the highest level of service possible.
Managing Your Cash
Efficiently manage the cash in your investment account with Stifel’s Smart Rate
Why Stifel Independent Advisors (SIA)?
There are countless independent broker-dealers in the industry these days, so what makes Stifel Independent Advisors different? At SIA, we believe in ‘access.’
Advisors should have access to:
We partner with our independent businesses to help them grow organically, through recruiting other FAs to join their offices, and by purchasing FAs’ books of business. Our hands-on coaching, partnership, and service is unique in the industry, and will help you grow faster and enjoy your business more than you thought possible. Call me directly to learn more.
Advisors should have access to:
- A great platform and technology
- Industry-leading research
- Banking & lending
- All of the products and services that their clients need
- Most importantly, access to leadership. At SIA, you will get to know our CEO and all of the leaders of the firm on a personal level. No more layers of management, ivory towers, or executives who have lost touch with why their firm exists … to serve the financial advisors.
We partner with our independent businesses to help them grow organically, through recruiting other FAs to join their offices, and by purchasing FAs’ books of business. Our hands-on coaching, partnership, and service is unique in the industry, and will help you grow faster and enjoy your business more than you thought possible. Call me directly to learn more.
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