Stifel

Our Personality

Stifel has established itself as one of the nation’s leading brokerage and investment banking firms by understanding the hopes and dreams of our clients. We’ve succeeded in reaching those goals by embracing the objectives of our clients, rising to the challenges of our industry, and empowering our entrepreneurial associates. But to know our company is to understand that we expect much more from ourselves than recognition as an industry leader. 

Financial Planning

The Stifel Wealth Strategist Report®, which is presented in a hardbound volume, provides an impressive, comprehensive, and detailed presentation to the client of his or her current financial situation, goals, and risk tolerance, and provides a clear picture of the need for a personal plan-of-action that helps the client gain control of his or her financial future. The Wealth Strategist program is six reports in one: net worth, risk management, asset allocation, college funding, retirement funding, and estate preservation.

Our History

It was in 1890 that a commitment to the investor’s long-term interest was borne and has since stood as the company’s primary commitment. From the start, company forefathers believed that without such dedication, any short-term gain would portend long-term failure. Indeed, when Herman Stifel, a man whose sense of family and interest in the community would ultimately define the character of the firm, was hired as Treasurer in 1897, he brought to the company an edict as honest as it was infectious. He firmly believed that true success came in “safeguarding the money of others as if it were your own.” That wisdom remains a guiding principle for Stifel Nicolaus. It also fortifies the firm’s current doctrine. Today, Stifel stands on a solid foundation of over 120 years of knowledge and service. And, through the commitment of our family of clients and the talents and efforts of our associates, we have secured the cornerstones for continued success today as we energetically prepare for the challenges of the future.

 

 

 

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Check the background of this financial professional on FINRA's BrokerCheck