Los Angeles Metropolitan Area
At Stifel, we pride ourselves on helping Financial Advisors grow and run their business the way that makes sense for them and their clients. We learned long ago that the FA knows what is important to her or his clients and we respect that. We work to eliminate layers of bureaucracy that seem to permeate our industry. We understand that you need to determine the correct solutions for your clients without any proprietary pressure. We know that it is important for you to understand how you are compensated. Our compensation plan can be printed on a business card. We have also learned that you should decide what type and size of clients to work with. We make every effort to eliminate any barriers to your success. You will be free to structure your practice as you see fit so that you can focus on your clients. Our culture is one of entrepreneurship, and we’re dedicated to providing our financial advisors the resources and support they need to build lasting client relationships. We offer superior asset management platforms, award winning research along with a wide array of products and services, including credit and banking. You will also appreciate our experienced and dedicated home office team who genuinely care about helping your practice thrive. To learn more, please visit www.ChooseStifel.com. Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures
Specialties: Investment Planning, Wealth Management Strategies, 401(k)s, Education Savings Plans, Asset Allocation, Estate Planning Strategies, Insurance Reviews, Variable Annuities, SEP IRA, Traditional IRA, Roth IRA, Bonds, Stocks, Mutual Funds, Trust Reviews, Retirement Income Strategies, ETFs, Life Insurance, Fixed Income From relatively modest beginnings, Stifel has grown to become one of the industry’s preeminent full-service wealth management and investment banking firms. We’ve done so through a combination of organic growth and opportunistic acquisitions that have significantly broadened our scale and capabilities, all while adhering to the principles that have served us well since our founding in 1890. Stifel now serves clients from more than 400 offices across the nation and ranks as the nation’s seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle-market, a top-ten municipal bond underwriter, and home to one of the industry’s largest research franchises. Our parent company, Stifel Financial Corp., is publicly traded on the New York Stock Exchange under the ticker symbol “SF” and has recorded 20 consecutive years of record net revenues. To learn more about Stifel and how we have become the Firm of Choice for a growing number of entrepreneurial, client-focused advisors, contact us today.
previous titles were Financial Consultant, Associate Vice President, and then Branch Manager Director-Investment Officer.
My previous titles were Financial Consultant, Associate Vice President - Investments, Vice President/Investments and then culminating with Managing Director/Investment Officer, Associate Vice President and Branch Manager.