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Senior Vice President/Investments
First Vice President/Investments
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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$5.0Billion in Net Revenue
in 2024.
As of December 31, 2024.
$500Billion in Client Assets Under Management
Stifel is responsible for more than $500 Billion in client assets.
As of December 31, 2024.