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Small Business Owners

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Families and Retirees

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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
Stifel Wealth Strategist Report®

Stifel Wealth Strategist Report®

Comprehensive Wealth Planning, Customized to Your Needs

Not only can we help you plan for the retirement you envision, but can help you address the full scope of your financial planning needs.


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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