1890 The Year We Were Founded
and we're still going strong.
My goal is to exceed your expectations.
Advisor of Choice, Firm of Choice, Investment of Choice
My Goals
Helping you manage your money effectively is my singular focus. In fact, my business is built around the belief that it’s not enough to simply meet your expectations. I must work to exceed them. When you invest with me, you can expect personalized service and professional guidance.
Able to execute complex investment plans, yet personal enough to get to know you and your financial goals, I provide customized guidance and service to individual, corporate, and pension investors. By focusing on growth and income strategies, I can offer you financial products and services to help you pursue your financial goals.
As my client, you will receive the benefit of dealing with an experienced, committed broker who is knowledgeable in a full range of financial alternatives. Depending on your personal investment goals, I will help you structure strategies designed to preserve capital, build assets, and potentially maximize income for personal, business, and retirement needs.
Able to execute complex investment plans, yet personal enough to get to know you and your financial goals, I provide customized guidance and service to individual, corporate, and pension investors. By focusing on growth and income strategies, I can offer you financial products and services to help you pursue your financial goals.
As my client, you will receive the benefit of dealing with an experienced, committed broker who is knowledgeable in a full range of financial alternatives. Depending on your personal investment goals, I will help you structure strategies designed to preserve capital, build assets, and potentially maximize income for personal, business, and retirement needs.
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Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
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We look forward to hearing from you and discussing your financial goals.
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.
Learn More About Stifel2,300 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.
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