Stifel

Tackling your piles of paper is a great thing to add to your March #FinancialToDo! #StifelFinancialToDo

Why aren’t more women investing if they are believed to be better investors? #WomenandInvesting #WomensHistoryMonth #IWD2019

Such a great firm to work for!

Want to hear what's happening at Stifel and my Santa Rosa Branch? Give me a call and let's meet!

Something to think about

To better capture how Stifel Bank and Trust is here for our clients, we are unveiling a short new video that shows the spirit and essence of how the bank is here to serve FA’s and their clients. https://youtu.be/mcbteMbVEzE

Good news: You’ll be able to save more in your retirement accounts in 2019!

In this week’s SightLines, our Investment Strategy team takes a look at the recent equity market volatility and the principle of staying invested for the long term. http://bit.ly/2q2pjF1

Stifel is a wealth management firm built around you a place where your best interests drive every decision we make.

Visit our Santa Rosa Branch and see our remodel!

Financial abuse can prevent victims from acquiring, using, or maintaining financial resources. Learn more: http://bit.ly/2OSrp8N #DomesticViolenceAwareness #DVAM #DVAM2018