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Wealth Tracker
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Executives

EXECUTIVES
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Small Business Owners

SMALL BUSINESS OWNERS
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Families and Retirees

FAMILES AND RETIREES
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FRS/City of Tallahassee Employees

FRS/CITY OF TALLAHASSEE EMPLOYEES
Congratulations to Stephen C. Huggins Senior Vice President/Investments Branch Manager Tallahassee, Florida for being named to Forbes’ 2022 Best-In-State Wealth Advisors List.

Truly honored to have been named one of Forbes’ 2022 Best-In-State Wealth Advisors, among so many impressive colleagues.



Forbes’ Best-In-State Wealth Advisors, April 7, 2022, based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Stifel Wealth Strategist Report®

Stifel Wealth Strategist Report®

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Our Philosophy

We believe in providing a personalized experience by tailoring a long-term investment strategy that reflects your individual needs. Putting it in baseball terms, we believe in “getting base hits – not swinging for the fence at the risk of striking out.” We place a greater emphasis on helping our clients pursue their long-term goals with reasonable risk-adjusted returns while reviewing their portfolio’s progress with them on a periodic basis.
Our Approach