Abie began his investment industry career in 1981 and joined Stifel in 2010. Prior to Stifel, he acquired nearly 40 years of experience working closely with individuals, churches, retirement plans, and non-profit organizations. At Stifel, he specializes in helping endowments, retirement plans, and churches manage their investment portfolios.
Abie earned a Bachelor of Science in Business from Virginia Tech and holds Series 7, 8, 63, and 65 securities licenses. A passionate advocate in his community, he is a charter member and serves as chairman for the Radford High School Foundation, trustee for Carolina University, and member of the Radford University Athletic Foundation board.
Abie earned a Bachelor of Science in Business from Virginia Tech and holds Series 7, 8, 63, and 65 securities licenses. A passionate advocate in his community, he is a charter member and serves as chairman for the Radford High School Foundation, trustee for Carolina University, and member of the Radford University Athletic Foundation board.
Services
Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
We offer comprehensive wealth management services to individuals, families, businesses, churches, and foundations. Our goal is to design and deliver investment strategies that suit your needs, ranging from investment management to risk mitigation strategies. Distribution of Your Wealth During Your Lifetime and After Your Death, Working With Your Attorney and/or Your CPA When Appropriate.
We can help you manage key aspects of your business planning needs, such as ownership, liquidity, and developing opportunities. We can also help you review your employee benefits, including retirement, stock incentive plans, nonqualified deferred-compensation plans, and employee-retention strategies.
Our experienced financial advisors have seen markets at their highs and lows. Through it all, we advocate a long-term approach. Our clients appreciate this perspective, and the ease of having all their assets consolidated with an experienced professional. We believe getting to know our clients' personal and investment needs is paramount.
Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred. For more information about annuities and how they may apply to your individual financial situation, please consult your financial representative and/or your tax advisor. Would you like your annuity to generate a fixed income, or are you comfortable with variable returns?
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