Our Clients
We serve a broad array of investors, including those who are saving for their first home, those getting ready to retire or in retirement, and those who want to leave a legacy for their heirs. We interview every prospect thoroughly and serve those who we feel could most benefit from our services.
Building Our Relationship
Every new relationship begins with an extensive questionnaire to learn as much as possible about you. We want to know every aspect of your investment life. In short, we want to help make your money work harder and smarter. Our strategies may involve reallocating your investments, paying down personal debts, or selecting new investments that align more with your goals. We want to get to know you on a personal level, including your children, grandchildren, and other loved ones who may need knowledge of your assets and retirement plan one day in the future.
Value of Service
You can expect a team of financial advisors who are experienced, professional, and have a vested interest in your long-term success both in your investment and personal lives. Throughout our relationship, we strive to maintain a personal approach, offering you dedicated, personal service, no matter what your account size or net worth. We believe all of our clients deserve thoughtful, customized guidance.
Stifel’s Resources
Along with our team’s knowledge and resources, we leverage Stifel’s 130-plus years of experience and incredible intellectual capital, including access to the firm’s investment strategy and wealth planning professionals, lending and trust affiliates, as well as structured investments and portfolio management teams.
Periodic Review With You
We leave it up to you to designate how often you would like to hear from us to discuss the general market environment, your performance, and any changes in your wealth management plan. This conversation can be via phone or face-to-face appointment. Many of our clients like to meet monthly or quarterly, but some prefer only once a year. We will be glad to accommodate whichever schedule you prefer.
We appreciate our clients keeping us informed of big changes in their lives, such as marriage, births, divorce, and disabilities, so we are able to quickly discuss changes to their wealth management plans as appropriate.
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies).
Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. All are wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks or Stifel Trust Companies, are not guaranteed by Stifel Banks and Stifel Trust Companies, and are subject to investment risk, including possible loss of the principal. Neither Stifel Banks, Stifel Trust Companies, nor affiliated companies provide legal or tax advice.