Who We Serve

road amidst trees in Tallahassee, Florida

 

We serve a broad array of investors, including those who are saving for their first home, those getting ready to retire or in retirement, to 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 nearly 130 years of experience and have access to the firm's incredible intellectual capital, including the firm's investment strategy and wealth planning professionals, lending and trust affiliates, as well as structured investments and portfolio management teams. 

 

Review and Monitoring

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 react and make changes to their wealth management plans as appropriate. 

 

 

 

Lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks).  Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp.  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, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.
 
Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.  Stifel Trust Companies do not provide legal or tax advice.