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Seamus H
Series 66
St. Louis, MO
STIFEL
Seamus Hamilton is a financial advisor at Stifel with one year of industry experience. He has been with Stifel since 2018 and holds a Series 66 designation. Prior to joining Stifel, he worked at The Revenue Optimization Companies, the Kansas University Coding Bootcamp, Hayes, and Target. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
William F
ChFC®, Series 63, Series 65
Pensacola, FL
STIFEL
William Francis is a ChFC®-designated financial advisor with 29 years of industry experience. He has worked at Stifel since 2009, following positions at UBS Financial Services and Morgan Stanley Dw Inc. He is also the owner and president of Tailgate Toolbelt LLC, a company that manufactures outdoor goods for camping and emergency response personnel. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Margaret M
Series 66
Palm Beach Gardens, FL
STIFEL
Margaret Mcmanis is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. She has worked at Stifel since 2023 and previously held roles at Raymond James and Boynton Financial Group. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses.
Wyatt B
Series 66
Lewiston, ID
STIFEL
Wyatt Baldwin is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Potlatch No. 1 Financial Credit Union for five years and at Walla Walla Community College. Baldwin serves as a board member for Jackson's Pay it Forward Foundation and is involved with the Boys and Girls Club of the Lewis Clark Valley Scholarship Committee. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Jason N
Series 63, Series 65
Topeka, KS
STIFEL
Jason Newell is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2007. Outside of his advisory role, he serves as a board member of the Ranchland Trust of Kansas, an organization focused on preserving Kansas ranching heritage, and is involved in local agricultural and hunting activities. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and model allocations based on proprietary methodologies developed by its Investment Strategy Group.
Amanda S
Series 66
St. Louis, MO
STIFEL
Amanda Schuetz is a financial advisor with Stifel in St. Louis, MO. She holds a Series 66 designation and has six years of industry experience, having worked at Stifel Nicolaus since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group that utilize forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.
Deborah M
Series 63, Series 65
San Diego, CA
STIFEL
Deborah Muenchow is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
David S
CFP®, Series 63, Series 65
Rochester, MI
STIFEL
David Smith is a CFP®-certified financial advisor with 25 years of industry experience, currently with Stifel since 2010. He holds Series 63 and 65 licenses and is based in Rochester, Michigan. Outside of his advisory role, he serves on the Elder Board at Rockpointe Community Church, providing spiritual direction and strategic guidance. Stifel serves a broad range of individual and institutional clients, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended as a basis for client decisions.
Stephen J
CFP®, Series 63
Florence, SC
STIFEL
Stephen Jones is a CFP®-certified financial advisor with 32 years of experience, currently with Stifel since 2008. He serves on the Francis Marion University Board of Trustees and participates on the Finance & Investment Committee of the McLeod Health Foundation. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Mary Ann K
CFP®, Series 66
Dakota Dunes, SD
STIFEL
Mary Ann Kelly is a CFP® with five years of industry experience, currently serving as a financial advisor at Stifel since 2021. Prior to joining Stifel, she worked at Dunes Surgical Hospital and Cloverleaf Cold Storage. She is a board member of the Rotary Club of Sioux City, where she participates in community service projects. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Clarke B
CFP®, Series 66
Beaumont, TX
STIFEL
Clarke Baker is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Stifel since 2023. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he is a member of the Three Rivers Council Executive Board and serves on advisory boards related to youth and camp safety initiatives. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Michael S
CFP®, Series 63, Series 65
Racine, WI
STIFEL
Michael Schold is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2013. He holds Series 63 and Series 65 licenses and is based in Racine, WI. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.
Tracy J
CFP®, Series 66
Bethel Park, PA
STIFEL
Tracy Johnston is a CFP®-designated financial advisor with 20 years of industry experience, currently with Stifel. She has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Johnston serves on the board and finance committee of Contemporary Craft, a nonprofit focused on making art accessible. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.
Don H
Series 63, Series 65
Omaha, NE
STIFEL
Don Hoeft Jr. is a financial advisor with Stifel in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is a band member who plays in a band for hire. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
William F
Series 63, Series 65
Columbia, MO
STIFEL
William Fleming is a financial advisor with Stifel in Columbia, MO, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Stifel since 1991. Fleming serves as a member of the Stamper Scholarship Committee at Moberly Area Community College and is on the board of the Howard T & Sara B Fleming Charitable Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.
David W
Series 63, Series 65
Yardley, PA
STIFEL
David Woffindin is a financial advisor at Stifel with 50 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Woffindin holds Series 63 and Series 65 credentials. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.
Diane M
Series 66
Wilmington, NC
STIFEL
Diane Mcnamara is a financial advisor with Stifel, holding a Series 66 designation and 22 years of industry experience. She worked at Merrill from 1998 to 2020 before joining Stifel Nicolaus & Co Inc, where she has been since 2020. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses.
David L
Series 63, Series 65, Series 66
San Francisco, CA
STIFEL
David Lowi is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Stifel Nicolaus & Co Inc since 2011. Outside of his advisory role, Lowi serves as a board member for the San Francisco Campus for Jewish Living. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis, asset allocation, and financial planning guidance.
Erin B
Series 66
Binghamton, NY
STIFEL
Erin Brady is a financial advisor with Stifel, holding a Series 66 designation and bringing 19 years of industry experience. She has worked at Stifel since 2018 and previously held positions at Bank of America and Merrill. She serves as a member of the Investment Committee for the Quaker Lake Cottagers Association, a social club offering recreational amenities. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Jasper L
Series 63, Series 66
Raleigh, NC
STIFEL
Jasper Lee Jr. is a financial advisor with Stifel in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 56 years of industry experience. He has been with Stifel since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2007. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
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