About Me

With over two decades of experience working on Wall Street, I understand that having the right financial advisor is much more than just someone investing your money.  It’s an important relationship that helps you manage the complex balance between life and wealth, while aligning your goals and financial needs to work toward the life you’ve always dreamed. 
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Stifel

By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2023.