1890 The Year We Were Founded
and we're still going strong.
Our Approach
Your Goals, Our Priority
We take a different approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific to your unique, ever-changing situation.
About Me
For nearly three decades, I have enjoyed working with individual investors, creating and implementing wealth management strategies designed to work toward specific goals that we set together. I joined Stifel in 2025 from B. Riley’s wealth management business. Over the years, markets and global economies have changed dramatically, and I endeavor to guide my clients through the difficulties of their financial life.
Backed by Stifel’s extensive resources, my goal is to offer deeper and more complete financial planning to clients, as well as provide more wealth management strategies and services to address their complex needs. I help my clients manage their investment portfolios to pursue growth and financial security.
Planning Your Financial Future
Starts Today.
We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
Let's Start Planning
Stifel Wealth Tracker
View your accounts, analyze investments, and access exclusive market updates, research, and more.
Connect with Us
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, 2024.
Stay Informed
Latest News
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
Subscribe to Our Latest News
Sign up to receive newsletters, event invitations, and timely market news straight to your inbox.
Thank you. Your message has been sent.
There was an error. Please try again.