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.

Joseph Brady is a financial advisor at Stifel with 33 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2018. His prior experience includes roles at Bank of America and Merrill, where he worked for seven and twenty years respectively. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling.

Lisa Anderson is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co, Inc. since 2006. Outside of her advisory role, she is a notary public authorized to operate during security trading hours. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

Martin Lawson Jr. is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel Nicolaus & Company Inc. since 2006. Martin serves as Vice President of The JR Gaudet Foundation, a nonprofit organization where he is involved in event planning and scholarship application review. He is also a public notary on a volunteer basis. 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 utilizes proprietary methodology from its Investment Strategy Group to offer asset allocation, retirement, insurance, and estate planning analyses.