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Why I Chose Stifel

I have been with the Stifel team for more than eight years now. To this day, the firm’s incredible research capabilities, direct access to senior management, and true entrepreneurial spirit have been core reasons why I have stayed. It’s a firm that genuinely cares about its financial advisors and their clients’ success.

Since the opening of our Rochester office in late 2014, an increasing number of top financial advisors have become familiar with Stifel’s name and culture. Now that we’ve established footholds in Skaneateles, Syracuse, and Jamestown, we are continuing our expansion efforts throughout Upstate New York.

Come be a part of something special here at Stifel. Give me a call, and let’s get started.
Two J.D. Power awards next to each other; one is 2023 the other is 2024

2 Years in a Row

#1 Wealth Management Firm For Employee Advisor Satisfaction

Based on the results of the J.D. Power 2024 U.S. Financial Advisor Satisfaction StudySM.

For J.D. Power 2024 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.
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