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Richard M

Series 63, Series 65

Frontenac, MO

STIFEL

Richard Murphy Jr. is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 52 years of industry experience. He previously worked at Merrill for 31 years and Bank of America for 9 years before joining Stifel in 2019. Outside of his advisory role, he owns Green Wing Farms, a farming and hunting operation, and serves as a trustee of a family trust. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Robert K

Series 63, Series 65

Augusta, GA

STIFEL

Robert Kilpatrick is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Kilpatrick serves as President of the Board of Governors at Augusta Country Club. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy and planning methodology.

General retirement planning Income planning
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Taylor B

Series 63

Newport Beach, CA

STIFEL

Taylor Browman is a financial advisor at Stifel with 45 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Citigroup Global Markets. Browman is based in Newport Beach, CA. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

General retirement planning Income planning
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Mered O

Series 63, Series 65

Carlsbad, CA

STIFEL

Mered Oren is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and wrap programs. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning decisions.

General retirement planning Income planning
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Eric H

Series 63, Series 66

Greensburg, PA

STIFEL

Eric Haley is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory work, he assists his spouse as Vice President of a short-term rental business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Alexandra T

Series 66

Chapel Hill, NC

STIFEL

Alexandra Tyburski is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Before joining Stifel, she worked in various roles including at Pizzeria Faulisi and Art of STEM. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Richard G

CFP®, Series 66

New York, NY

STIFEL

Richard Grasso is a CFP®-credentialed financial advisor at Stifel with nine years of industry experience, serving clients since 2016. He is also a licensed real estate salesperson affiliated with a boutique real estate firm, Spruce Realty Co. Stifel serves a broad range of clients including individuals, institutions, and nonprofit organizations, offering both brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
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Chloe M

Series 66

New York, NY

STIFEL

Chloe Mauceri is a financial advisor at Stifel with two years of industry experience. She holds the Series 66 designation and has previously worked at TD Securities (USA) LLC and Synamon Global LLC. Mauceri attended Wesleyan University from 2019 to 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

General retirement planning Income planning
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Catherine C

Series 66

Tuscaloosa, AL

STIFEL

Catherine Carr is a Series 66 licensed financial advisor with Stifel, where she has worked since 2015. She has 28 years of industry experience and is based in Tuscaloosa, Alabama. Outside of her advisory role, she serves as a notary public. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Andrew C

Series 66

Chicago, IL

STIFEL

Andrew Combs is a financial advisor at Stifel in Chicago, IL, holding a Series 66 designation with four years of industry experience. His prior work experience includes roles at West Michigan Whitecaps, Sonoma Construction, Miami University, Grand Rapids Chair Company, and East Grand Rapids Highschool. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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John P

Series 63, Series 65

Southfield, MI

STIFEL

John Prebay is a financial advisor at Stifel with 33 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2020 and previously worked at UBS Financial Services from 2004 to 2020. Outside of his advisory role, he is a member of 28411 Capital LLC, which invests in private equity funds. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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Neil S

Series 63, Series 65

Houston, TX

STIFEL

Neil Stone is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory role, he is an angel investor in Smart Flour Foods, a gluten-free food company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

General retirement planning Income planning
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Nicola W

Series 63, Series 65, Series 66

New York, NY

STIFEL

Nicola Walter is a financial advisor at Stifel with 26 years of industry experience. He has previously worked at NobleBridge Wealth Management, Skyrank, and League Capital Markets. Outside of finance, he is involved in independent film production as COO and managing member of M.Y.R.A. Entertainment LLC and serves as CEO of Nicola Walter Design & Decor, Inc., an interior design company. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with a proprietary investment strategy methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Beth R

Series 63, Series 65

St. Louis, MO

STIFEL

Beth Ross is a financial advisor at Stifel with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Clearing, LLC and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Hannah W

Series 66

Louisville, KY

STIFEL

Hannah Witt is a financial advisor at Stifel in Louisville, KY, holding a Series 66 designation with six years of industry experience. She has been with Stifel Nicolaus since 2020 and has prior work experience with Robert Half, Olin Brass, and Elite Built Homes. Stifel serves a broad range of clients, including individuals and institutional entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Derek A

Series 63, Series 65

New York, NY

STIFEL

Derek Albanese is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2022, following roles at Wells Fargo Clearing and Merrill. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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Julia B

Series 63, Series 66

Raleigh, NC

STIFEL

Julia Bonjour is a financial advisor at Stifel with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Truist Investment Services, Prospera Financial Services, Merrill, and Wells Fargo Clearing. Bonjour is based in Raleigh, NC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation.

General retirement planning Income planning
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Lori A

Series 63, Series 66

Shrewsbury, NJ

STIFEL

Lori Attanasio is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Financial Planning Concepts and Doft & Co., Inc. 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.

General retirement planning Income planning
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Patrick F

Series 66

Clayton, MO

STIFEL

Patrick Flood is a financial advisor at Stifel with five years of industry experience and holds a Series 66 designation. His prior roles include positions at M1 Finance LLC, Wells Fargo Advisors, and Key Mortgage Services. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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Emily S

Series 66

Bozeman, MT

STIFEL

Emily Schram is a financial advisor at Stifel with six years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2016, including at Stifel, Nicolaus & Company since 2019. Prior to her career in financial advising, she spent one year at Summit Dental. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services, employing a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning analyses.

General retirement planning Income planning
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