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Joseph D
Series 66
Eugene, OR
STIFEL
Joseph Destromp is a financial advisor with Stifel who holds a Series 66 designation and has six years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2019. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides both brokerage and investment advisory services, utilizing a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.
Gregory G
Series 63, Series 65
Idaho Falls, ID
STIFEL
Gregory Galloway is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2010. He is based in Idaho Falls, ID. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.
John K
Series 63, Series 65
Indianapolis, IN
STIFEL
John Kennedy Jr. is a financial advisor at Stifel with 45 years of industry experience. He has held positions at Stifel since 2017 and previously worked for City Securities Corporation for 36 years. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses, with clients retaining discretion over implementation.
James S F
Series 63, Series 66
La Quinta, CA
STIFEL
James S. Fleck is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Stifel in 2019, he worked at UBS Financial Services from 2011 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment strategies are based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses as tools for client decision-making.
Mark M
Series 63
Daytona Beach, FL
STIFEL
Mark Mcrobert is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011 and holds a Series 63 designation. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and asset allocation guidance to support client decisions.
Larry G
Series 63, Series 66
Crown Point, IN
STIFEL
Larry Gulotta is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009 and holds Series 63 and Series 66 licenses. His other activities include leasing membership affiliations with the Chicago Board of Trade. Stifel serves a diverse client base, including individuals, institutional clients, and governmental entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
Jennifer J
Series 63, Series 65, Series 66
Pensacola, FL
STIFEL
Jennifer Johnson is a financial advisor with Stifel in Pensacola, FL, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. She previously worked at McMahon & Hadder and has served on the board of the Lavallet Townhome Association. Jennifer participates in quarterly meetings to discuss neighborhood improvements. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Cassie D
Series 66
Cookeville, TN
STIFEL
Cassie Davis is a financial advisor at Stifel with two years of industry experience and holds a Series 66 designation. Prior to joining Stifel, she worked at Magnolia James Bridal and was involved with Young Life for several years. She is also a notary public assisting clients with legal document notarization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance.
Thomas D
Series 63, Series 65
Indianapolis, IN
STIFEL
Thomas Davis is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Stifel in 2017, he worked at City Securities Corporation for 19 years. Outside of his advisory role, he is president and owner of Davis Minerals Inc., a company that leases mineral interests to oil and gas exploration firms. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Jacob T
Series 66
Santa Fe, NM
STIFEL
Jacob Tague is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Lyft, Raiser LLC, and ElevateRX. Outside of his advisory role, he is involved with several community and nonprofit organizations, including serving as chairman of the Santa Fe chapter of Ducks Unlimited and participating in business mentoring through SCORE. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, providing brokerage and investment advisory services with an emphasis on fee-based financial planning. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial analyses for clients.
Dennis C
Series 66
Little Rock, AR
STIFEL
Dennis Curtis Jr. is a Series 66-licensed financial advisor with Stifel in Little Rock, Arkansas, bringing 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2011 and prior to that spent five years at Merrill. Outside of his advisory role, he manages a family farm through Curtis Family Harvest LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.
Michael G
Series 66
Phoenix, AZ
STIFEL
Michael Gardner is a financial advisor at Stifel with a Series 66 designation and one year of experience in the industry. Prior to joining Stifel, he worked at Schneider National, Inc. for ten years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology. The firm provides fee-based financial planning and utilizes forward-looking capital market assumptions to guide asset allocation and retirement planning.
Bradley R
CFP®, Series 66
Charlotte, NC
STIFEL
Bradley Richardson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc in Charlotte, NC. He has been with Stifel since 2014. Outside of his advisory role, he serves as Chairman of the Charlotte Regional Transportation Planning Organization. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Christopher P
Series 63, Series 65
Chicago, IL
STIFEL
Christopher Prassas is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Barclays Capital Inc., Credit Suisse Securities (USA) LLC, and Pershing LLC. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a basis for client decisions.
Meaghan S
Series 63, Series 65
O'Fallon, IL
STIFEL
Meaghan Schulte is a financial advisor with Stifel in O'Fallon, Illinois, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is a commissioned Illinois Notary Public. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, while clients retain discretion over implementation decisions.
Francine F
Series 63, Series 65
Garden City, NY
STIFEL
Francine Frechter is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 2014. Outside of her advisory role, she serves as a trustee for the non-profit Yeshive Bachurei Chemed, where she helps oversee fund dispersal to Israel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Maria R
Series 66
Valdosta, GA
STIFEL
Maria Reynolds is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Stifel, having previously been with Morgan Stanley and Bank of the Ozarks. Outside of advising, she serves as a notary public in Valdosta, Georgia. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Lauren G
Series 63, Series 66
Chicago, IL
STIFEL
Lauren Goldman is a financial advisor with Stifel in Chicago, holding Series 63 and Series 66 licenses and having 35 years of industry experience. She has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.
Gregory S
CFP®, Series 63, Series 66
Portage, MI
STIFEL
Gregory Seiler is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at Wells Fargo Clearing for one year. Outside of his advisory role, Seiler participates in community activities including serving on the finance committee of a nonprofit organization focused on enriching the community through music and acting as president of a local homeowners association board. 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 asset allocation methodologies developed by its Investment Strategy Group.
Henry D
Series 66
Melbourne, FL
STIFEL
Henry Delgado is a financial advisor at Stifel with 24 years of industry experience. He has been with Stifel since 2007 and holds the Series 66 designation. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
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