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Senior Vice President/Investments
Financial Advisor
Administrative Assistant to the Branch Manager
Designed to Address Your Growing Needs
Our services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term goals.
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$4.43Billion in Net Revenues
in 2023.
As of December 31, 2023.
$444Billion in Client Assets Under Management
Stifel has nearly $444 billion in client assets under management.
As of December 31, 2023.