Check the background of this financial professional on brokercheck.finra.org/

(984) 364-2010
Wealth Tracker
Stifel Headquarters with Arch in background

About Stifel

Stifel is a firm built around YOU. Your interests come first. Click to learn more about Stifel.

Brochure

Get to Know Stifel

Get to Know Stifel

Stifel brings deep expertise to providing diverse financial services to an array of clients, including individuals, public and private businesses, municipalities, and institutional and professional money managers.

Brochure

Bronze Bull and Bear Statue Outside of Stifel Headquarters

Welcome to Stifel

For more than 130 years, meeting and exceeding the objectives of our clients has positioned our firm for success. Read on to learn more about Stifel.

Brochure

Couple sitting at table with Financial Advisor

Stifel Wealth Strategist Report®

Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.

Brochure

Senior Couple Smiling in Front of House

Leaving a Legacy

Whether you want to make a charitable gift during your lifetime, or at your death, there are a variety of tools that you may consider incorporating into your financial plan that will allow you to benefit charitable organizations and leave a lasting legacy for future generations.

Brochure

Family gathered around table outside

Accumulating, Preserving, and Passing Wealth

Anyone who has a home, a car, investments, real estate, a retirement plan, business interests, or personal property should have an estate plan. An estate plan allows you to provide for the management of your assets while you are alive.

Brochure

Close up of credit card

Cash Management Choices

As a valued client of Stifel, we offer a full suite of services not only to help you manage your long-term investments, but also the tools that you need to organize your day-to-day checking, saving, and even borrowing needs.

Brochure

Senior Business Man Smiling

SEP IRAs

A Stifel Simplified Employee Pension Plan Individual Retirement Account (SEP IRA) is easy to establish and cost efficient to maintain.

Brochure

Smiling Business Man

The SIMPLE IRA Plan

The SIMPLE Plan is designed to help small businesses meet today's challenges. Read on to learn more. 

Brochure

spiral staircase

The A, B, Cs of Mutual Fund Pricing

Mutual funds often represent an appropriate way to help investors pursue their long-term financial goals and objectives. This brochure covers commonly asked questions and the types of shares associated with mutual funds.

Brochure

Smiling woman at desk

Covered Call Writing

Covered call writing is a conservative strategy used to realize additional return on the underlying stock and, at the same time, create a partial hedge against a decline in the stock price. Read on to learn more.

Brochure

Happy business man with tablet at desk

Protective Put

Investors purchasing or holding stock for future appreciation can hedge the risk in the long stock position by purchasing put options. Read on to learn more about protective puts.

Brochure

Group of people meeting in office

The Alliance Program

Through the Stifel Alliance Program (Alliance), you have the opportunity to introduce your clients to fee-based investment management. This program is a strategic relationship between your firm and Stifel. Read on to learn more.

Brochure

Happy Couple Hugging Outside

Long-Term Care

When it comes to your health, and your finances, you want to be in control. The best time to plan for long-term care is long before you need it. Read on to learn more. 

Brochure

Trees lining path in park

IRAs – Investing In Your Future

This brochure will explain to you the advantages, choices, and eligibility requirements of today’s IRAs and help you identify ways to utilize these vehicles in pursuing your retirement goals.

Brochure

Retirement Plans Quarterly

Retirement Plans Quarterly

The Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.

Newsletter

Wealth Planning Newsletter

Wealth Planning Newsletter

The Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.

Newsletter