Experience

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  A.g. edwards

  Mar 1994 - Jul 2009

  Vice president/investments
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  Stifel financial corp.

  Jul 2009 - Mar 2021

  Vice president/investments - stifel

  Established in 1890, Stifel has grown to be one of the nation’s most respected financial service firms. Stifel’s philosophy of investing is based on a more than 125-year-old tradition of trust, understanding, and solid, studied advice. At Stifel, the clients' needs come first. My clients are individuals, businesses, and foundations in need of investment and retirement planning. Specialties:Wealth Management Strategies401(k) Plans and Plan Design401(k) RolloversInvestment Portfolio ConstructionInvestment AdvisorEstate Planning StrategiesTax Management StrategiesRetirement Income StrategiesFixed Income, Stocks, Mutual Funds, Options, Unit Investment Trusts (UITs), Asset Allocation Strategies, Wealth Management, 401(k) Rollovers, Educational Savings Plans, Fixed Annuities, Variable Annuities, Insurance Reviews, Life Insurance, Roth IRAs, Traditional IRAs, SEP IRAs, 529 Plans, ETFs, Retirement Income Strategies, Tax-Advantaged Bonds Show less

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  Oppenheimer & co. inc.

  Mar 2021 - now

  Senior director-investments