2021 is my 25th year as a financial advisor, and I fully appreciate the vast and comprehensive capabilities of my firm. While they cannot be described in this short paragraph, what I hope to convey is the accessibilty of our services to you. Please call and utilize the resources available through me and Stifel Independent Advisors.
Services
I started in the securities industry in 1995, two years after graduating from East Carolina University. I worked at Morgan Keegan for six years before moving to Century Securities Associates, Inc., now known as Stifel Independent Advisors, in 2002. I work with a variety of clients, ranging from college and retirement savers to income-oriented and institutional clients.
Stifel Independent Advisors, LLC (Formerly Century Securities Associates, Inc.) was established in 1991 for independent advisors. We are a subsidiary of Stifel Financial Corp., a full-service wealth management and investment banking firm offering wealth management products and services. Founded in 1890 and located in St. Louis, Missouri, Stifel has a nationally-recognized equity research group with approximately 2,000 companies under coverage.
I first gather information requested on a financial & wealth planning questionnaire. The Stifel Wealth Planning Department and I then create a plan for your specific needs: retirement, education, estate planning strategies, college savings, etc. Please contact me for a questionnaire. Stifel has six asset allocation models for investors with objectives ranging from conservative to aggressive growth.
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