Stifel | Winter Taylor Wealth Management Group

Robert has dedicated 24 years to helping his clients navigate the markets and pursue their financial goals. Throughout his extensive career, his passion and excitement to help families with their wealth management needs has only continued to grow. He most recently joined Stifel in 2019, upon the opening of the firm's wealth management branch in Southlake, Texas.

Stifel's banking and lending services are provided by Stifel Bank and Stifel Bank & Trust. Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. Residential mortgage lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks).

Stifel's wealth management process consists of six steps that help get an overview of your current situation, choices available, and what must be done to pursue goals. The process involves gathering relevant financial information, determining your organization's goals, examining current financial status, and formulating a strategy or plan for how to work toward goals given the current situation and future plans.

As Stifel Financial Advisors, Winter Taylor Wealth Management Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.