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David T

Series 63

Beaumont, TX

STIFEL

David Thomas is a financial advisor at Stifel with 39 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for ten years. Outside of his advisory role, he serves as President and Treasurer of the L/H Scholarship Program Inc., which grants scholarships to graduating seniors from Woodrow Wilson High School in Dallas, TX. 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.

General retirement planning Income planning
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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.

General retirement planning Income planning
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Brandon T

Series 66

Beaumont, TX

STIFEL

Brandon Thomas is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Stifel in 2023. 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 based on a proprietary methodology from its Investment Strategy Group, which provides asset allocation and planning analyses to support client decisions.

General retirement planning Income planning
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Haylea B

Series 66

Beaumont, TX

STIFEL

Haylea Breed is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Prior to joining Stifel, she worked at Aflac and held various roles including positions in education and employment services. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Ryan C

Series 63, Series 65

Beaumont, TX

STIFEL

Ryan Citrano is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. He is based in Beaumont, Texas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering 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.

General retirement planning Income planning
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Dustin A

Series 66

Beaumont, TX

STIFEL

Dustin Albanese is a Series 66-licensed financial advisor at Stifel with 18 years of industry experience. He previously worked at Bank of America and Merrill, spanning over 16 years at Merrill and 14 years at Bank of America. Outside of his advisory role, he is involved in home building through Albanese Builders, LLC. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning.

General retirement planning Income planning
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Kayla W

Series 66

Beaumont, TX

STIFEL

Kayla Weeks is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. She previously worked at Bank of America and Merrill Lynch. Outside of her advisory role, she is the owner-operator of TX Real Holdings LLC, a real estate investment venture. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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